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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 | $67,576 | $75,962-11.0% | $154,108-56.2% | $64,173+5.3% |
| Participation rate | 75.0% | 70.4%+4.6pp | 83.0%-8.0pp | 69.6%+5.4pp |
| Annual return | -5.40% | 30.32%-35.7pp | 735.21%-740.6pp | 7.63%-13.0pp |
| Employer contribution / active EE | $783 | $3,350-76.6% | $5,298-85.2% | $2,381-67.1% |
| Participant deferral / active EE | $3,891 | $3,175+22.6% | $5,081-23.4% | $3,470+12.1% |
| Admin fee / account holder | $3,949 | $5,589-29.3% | $13,411-70.6% | $4,887-19.2% |