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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 | $47,323 | $50,947-7.1% | $74,551-36.5% | $64,173-26.3% |
| Participation rate | 81.3% | 61.1%+20.2pp | 69.1%+12.1pp | 69.6%+11.7pp |
| Annual return | -4.40% | -1.85%-2.5pp | 32.53%-36.9pp | 7.63%-12.0pp |
| Employer contribution / active EE | $3,720 | $1,115+233.5% | $1,961+89.7% | $2,381+56.3% |
| Participant deferral / active EE | $1,997 | $2,302-13.2% | $3,108-35.7% | $3,470-42.4% |
| Admin fee / account holder | $1,078 | $4,221-74.5% | $5,059-78.7% | $4,887-78.0% |