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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,915 | $72,404-35.2% | $110,243-57.4% | $64,173-26.9% |
| Participation rate | 87.0% | 73.3%+13.6pp | 79.8%+7.1pp | 69.6%+17.4pp |
| Annual return | -6.64% | -6.29%-0.4pp | 314.76%-321.4pp | 7.63%-14.3pp |
| Employer contribution / active EE | $2,876 | $2,282+26.1% | $3,827-24.8% | $2,381+20.8% |
| Participant deferral / active EE | $5,675 | $3,469+63.6% | $4,672+21.5% | $3,470+63.6% |
| Admin fee / account holder | $1,265 | $5,664-77.7% | $8,548-85.2% | $4,887-74.1% |