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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 | $51,916 | $77,817-33.3% | $123,553-58.0% | $64,173-19.1% |
| Participation rate | 72.7% | 74.7%-2.0pp | 82.3%-9.6pp | 69.6%+3.2pp |
| Annual return | -4.37% | 12.49%-16.9pp | 119.21%-123.6pp | 7.63%-12.0pp |
| Employer contribution / active EE | $0 | $3,014-100.0% | $4,628-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $6,548 | $5,240+25.0% | $6,426+1.9% | $3,470+88.7% |
| Admin fee / account holder | $13,621 | $5,519+146.8% | $9,284+46.7% | $4,887+178.7% |