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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 | $56,468 | $77,817-27.4% | $123,553-54.3% | $64,173-12.0% |
| Participation rate | 70.0% | 74.7%-4.7pp | 82.3%-12.3pp | 69.6%+0.4pp |
| Annual return | -3.32% | 12.49%-15.8pp | 119.21%-122.5pp | 7.63%-10.9pp |
| Employer contribution / active EE | $2,094 | $3,014-30.5% | $4,628-54.7% | $2,381-12.0% |
| Participant deferral / active EE | $4,462 | $5,240-14.8% | $6,426-30.6% | $3,470+28.6% |
| Admin fee / account holder | $3,873 | $5,519-29.8% | $9,284-58.3% | $4,887-20.8% |