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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 | $61,103 | $49,177+24.3% | $79,467-23.1% | $64,173-4.8% |
| Participation rate | 71.7% | 65.0%+6.6pp | 73.3%-1.7pp | 69.6%+2.1pp |
| Annual return | -7.52% | -1.16%-6.4pp | 718.30%-725.8pp | 7.63%-15.2pp |
| Employer contribution / active EE | $873 | $2,076-58.0% | $2,800-68.8% | $2,381-63.3% |
| Participant deferral / active EE | $2,917 | $2,821+3.4% | $3,704-21.3% | $3,470-15.9% |
| Admin fee / account holder | $1,736 | $3,839-54.8% | $5,104-66.0% | $4,887-64.5% |