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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 | $68,240 | $72,404-5.8% | $110,243-38.1% | $64,173+6.3% |
| Participation rate | 71.9% | 73.3%-1.4pp | 79.8%-7.9pp | 69.6%+2.4pp |
| Annual return | -5.67% | -6.29%+0.6pp | 314.76%-320.4pp | 7.63%-13.3pp |
| Employer contribution / active EE | $934 | $2,282-59.1% | $3,827-75.6% | $2,381-60.8% |
| Participant deferral / active EE | $3,867 | $3,469+11.5% | $4,672-17.2% | $3,470+11.4% |
| Admin fee / account holder | $15,193 | $5,664+168.2% | $8,548+77.7% | $4,887+210.9% |