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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 | $63,017 | $72,404-13.0% | $110,243-42.8% | $64,173-1.8% |
| Participation rate | 75.0% | 73.3%+1.7pp | 79.8%-4.8pp | 69.6%+5.4pp |
| Annual return | -5.68% | -6.29%+0.6pp | 314.76%-320.4pp | 7.63%-13.3pp |
| Employer contribution / active EE | $777 | $2,282-65.9% | $3,827-79.7% | $2,381-67.4% |
| Participant deferral / active EE | $2,473 | $3,469-28.7% | $4,672-47.1% | $3,470-28.7% |
| Admin fee / account holder | $5,513 | $5,664-2.7% | $8,548-35.5% | $4,887+12.8% |