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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 | $54,778 | $72,404-24.3% | $110,243-50.3% | $64,173-14.6% |
| Participation rate | 85.0% | 73.3%+11.7pp | 79.8%+5.2pp | 69.6%+15.4pp |
| Annual return | -5.30% | -6.29%+1.0pp | 314.76%-320.1pp | 7.63%-12.9pp |
| Employer contribution / active EE | $2,283 | $2,282+0.1% | $3,827-40.3% | $2,381-4.1% |
| Participant deferral / active EE | $5,189 | $3,469+49.6% | $4,672+11.1% | $3,470+49.5% |
| Admin fee / account holder | $6,546 | $5,664+15.6% | $8,548-23.4% | $4,887+33.9% |