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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 | $54,309 | $72,404-25.0% | $110,243-50.7% | $64,173-15.4% |
| Participation rate | 84.0% | 73.3%+10.7pp | 79.8%+4.2pp | 69.6%+14.4pp |
| Annual return | -5.18% | -6.29%+1.1pp | 314.76%-319.9pp | 7.63%-12.8pp |
| Employer contribution / active EE | $903 | $2,282-60.4% | $3,827-76.4% | $2,381-62.1% |
| Participant deferral / active EE | $3,122 | $3,469-10.0% | $4,672-33.2% | $3,470-10.0% |
| Admin fee / account holder | $720 | $5,664-87.3% | $8,548-91.6% | $4,887-85.3% |