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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 | $63,123 | $77,817-18.9% | $123,553-48.9% | $64,173-1.6% |
| Participation rate | 76.7% | 74.7%+2.0pp | 82.3%-5.6pp | 69.6%+7.2pp |
| Annual return | -5.68% | 12.49%-18.2pp | 119.21%-124.9pp | 7.63%-13.3pp |
| Employer contribution / active EE | $1,239 | $3,014-58.9% | $4,628-73.2% | $2,381-48.0% |
| Participant deferral / active EE | $2,847 | $5,240-45.7% | $6,426-55.7% | $3,470-17.9% |
| Admin fee / account holder | $833 | $5,519-84.9% | $9,284-91.0% | $4,887-83.0% |