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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 | $47,738 | $72,404-34.1% | $110,243-56.7% | $64,173-25.6% |
| Participation rate | 92.3% | 73.3%+19.0pp | 79.8%+12.5pp | 69.6%+22.7pp |
| Annual return | -6.62% | -6.29%-0.3pp | 314.76%-321.4pp | 7.63%-14.3pp |
| Employer contribution / active EE | $3,822 | $2,282+67.5% | $3,827-0.1% | $2,381+60.5% |
| Participant deferral / active EE | $3,254 | $3,469-6.2% | $4,672-30.4% | $3,470-6.2% |
| Admin fee / account holder | $4,240 | $5,664-25.1% | $8,548-50.4% | $4,887-13.2% |