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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 | $33,342 | $77,816-57.2% | $123,552-73.0% | $64,173-48.0% |
| Participation rate | 70.6% | 74.7%-4.1pp | 82.3%-11.7pp | 69.6%+1.0pp |
| Annual return | -3.16% | 12.49%-15.6pp | 119.20%-122.4pp | 7.63%-10.8pp |
| Employer contribution / active EE | $4,882 | $3,014+62.0% | $4,628+5.5% | $2,381+105.0% |
| Participant deferral / active EE | $4,937 | $5,240-5.8% | $6,426-23.2% | $3,470+42.3% |
| Admin fee / account holder | $3,235 | $5,519-41.4% | $9,285-65.2% | $4,887-33.8% |