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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 | $42,438 | $77,817-45.5% | $123,553-65.7% | $64,173-33.9% |
| Participation rate | 73.9% | 74.7%-0.8pp | 82.3%-8.4pp | 69.6%+4.3pp |
| Annual return | -7.68% | 12.49%-20.2pp | 119.21%-126.9pp | 7.63%-15.3pp |
| Employer contribution / active EE | $3,061 | $3,014+1.5% | $4,628-33.9% | $2,381+28.6% |
| Participant deferral / active EE | $7,829 | $5,240+49.4% | $6,426+21.8% | $3,470+125.6% |
| Admin fee / account holder | $4,213 | $5,519-23.7% | $9,284-54.6% | $4,887-13.8% |