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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 | $49,056 | $94,529-48.1% | $140,019-65.0% | $64,173-23.6% |
| Participation rate | 88.5% | 84.1%+4.4pp | 87.5%+1.0pp | 69.6%+18.9pp |
| Annual return | -6.86% | 7.77%-14.6pp | 651.17%-658.0pp | 7.63%-14.5pp |
| Employer contribution / active EE | $3,797 | $3,812-0.4% | $5,605-32.3% | $2,381+59.5% |
| Participant deferral / active EE | $8,006 | $5,250+52.5% | $6,927+15.6% | $3,470+130.7% |
| Admin fee / account holder | $447 | $6,741-93.4% | $10,705-95.8% | $4,887-90.9% |