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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 | $52,305 | $77,817-32.8% | $123,553-57.7% | $64,173-18.5% |
| Participation rate | 78.6% | 74.7%+3.9pp | 82.3%-3.7pp | 69.6%+9.0pp |
| Annual return | -7.98% | 12.49%-20.5pp | 119.21%-127.2pp | 7.63%-15.6pp |
| Employer contribution / active EE | $1,605 | $3,014-46.7% | $4,628-65.3% | $2,381-32.6% |
| Participant deferral / active EE | $5,440 | $5,240+3.8% | $6,426-15.3% | $3,470+56.8% |
| Admin fee / account holder | $1,138 | $5,519-79.4% | $9,284-87.7% | $4,887-76.7% |