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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 | $48,465 | $69,012-29.8% | $160,009-69.7% | $68,486-29.2% |
| Participation rate | 82.2% | 65.4%+16.8pp | 78.0%+4.2pp | 67.9%+14.3pp |
| Annual return | -4.46% | -9.65%+5.2pp | 408.85%-413.3pp | -7.85%+3.4pp |
| Employer contribution / active EE | $2,033 | $2,212-8.1% | $4,225-51.9% | $2,597-21.7% |
| Participant deferral / active EE | $4,371 | $4,212+3.8% | $6,183-29.3% | $4,028+8.5% |
| Admin fee / account holder | $1,771 | $4,798-63.1% | $8,715-79.7% | $5,404-67.2% |