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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 | $48,951 | $57,352-14.6% | $83,830-41.6% | $64,173-23.7% |
| Participation rate | 73.3% | 68.6%+4.7pp | 76.1%-2.8pp | 69.6%+3.8pp |
| Annual return | -7.04% | 11.38%-18.4pp | 850.97%-858.0pp | 7.63%-14.7pp |
| Employer contribution / active EE | $1,904 | $2,546-25.2% | $3,631-47.6% | $2,381-20.0% |
| Participant deferral / active EE | $3,356 | $2,993+12.1% | $4,082-17.8% | $3,470-3.3% |
| Admin fee / account holder | $1,084 | $4,046-73.2% | $5,479-80.2% | $4,887-77.8% |