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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 | $58,958 | $72,404-18.6% | $110,243-46.5% | $64,173-8.1% |
| Participation rate | 81.0% | 73.3%+7.7pp | 79.8%+1.2pp | 69.6%+11.5pp |
| Annual return | -6.88% | -6.29%-0.6pp | 314.76%-321.6pp | 7.63%-14.5pp |
| Employer contribution / active EE | $1,135 | $2,282-50.3% | $3,827-70.4% | $2,381-52.3% |
| Participant deferral / active EE | $3,469 | $3,4690% | $4,672-25.7% | $3,4700% |
| Admin fee / account holder | $5,376 | $5,664-5.1% | $8,548-37.1% | $4,887+10.0% |