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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 | $44,141 | $82,678-46.6% | $125,391-64.8% | $68,490-35.6% |
| Participation rate | 73.3% | 75.1%-1.7pp | 82.4%-9.1pp | 67.9%+5.4pp |
| Annual return | -14.27% | -5.97%-8.3pp | 572.41%-586.7pp | -7.85%-6.4pp |
| Employer contribution / active EE | $3,404 | $3,382+0.7% | $4,816-29.3% | $2,597+31.1% |
| Participant deferral / active EE | $4,388 | $6,111-28.2% | $7,448-41.1% | $4,028+8.9% |
| Admin fee / account holder | $3,065 | $6,277-51.2% | $10,009-69.4% | $5,403-43.3% |