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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 | $61,958 | $94,529-34.5% | $140,019-55.8% | $64,181-3.5% |
| Participation rate | 73.8% | 84.1%-10.3pp | 87.5%-13.7pp | 69.6%+4.2pp |
| Annual return | -5.17% | 7.77%-12.9pp | 651.15%-656.3pp | 7.63%-12.8pp |
| Employer contribution / active EE | $3,468 | $3,812-9.0% | $5,605-38.1% | $2,381+45.7% |
| Participant deferral / active EE | $7,460 | $5,250+42.1% | $6,927+7.7% | $3,470+115.0% |
| Admin fee / account holder | $6,985 | $6,741+3.6% | $10,705-34.8% | $4,887+42.9% |