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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 | $41,978 | $72,404-42.0% | $110,243-61.9% | $64,173-34.6% |
| Participation rate | 88.1% | 73.3%+14.8pp | 79.8%+8.3pp | 69.6%+18.6pp |
| Annual return | -5.26% | -6.29%+1.0pp | 314.76%-320.0pp | 7.63%-12.9pp |
| Employer contribution / active EE | $567 | $2,282-75.1% | $3,827-85.2% | $2,381-76.2% |
| Participant deferral / active EE | $3,934 | $3,469+13.4% | $4,672-15.8% | $3,470+13.4% |
| Admin fee / account holder | $11,147 | $5,664+96.8% | $8,548+30.4% | $4,887+128.1% |