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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 | $52,466 | $72,404-27.5% | $110,243-52.4% | $64,173-18.2% |
| Participation rate | 88.5% | 73.3%+15.1pp | 79.8%+8.6pp | 69.6%+18.9pp |
| Annual return | -5.77% | -6.29%+0.5pp | 314.76%-320.5pp | 7.63%-13.4pp |
| Employer contribution / active EE | $1,874 | $2,282-17.9% | $3,827-51.0% | $2,381-21.3% |
| Participant deferral / active EE | $3,087 | $3,469-11.0% | $4,672-33.9% | $3,470-11.0% |
| Admin fee / account holder | $9,839 | $5,664+73.7% | $8,548+15.1% | $4,887+101.3% |