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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 | $37,590 | $77,817-51.7% | $123,553-69.6% | $64,173-41.4% |
| Participation rate | 79.3% | 74.7%+4.6pp | 82.3%-3.0pp | 69.6%+9.7pp |
| Annual return | -1.02% | 12.49%-13.5pp | 119.21%-120.2pp | 7.63%-8.6pp |
| Employer contribution / active EE | $1,144 | $3,014-62.0% | $4,628-75.3% | $2,381-51.9% |
| Participant deferral / active EE | $2,526 | $5,240-51.8% | $6,426-60.7% | $3,470-27.2% |
| Admin fee / account holder | $1,734 | $5,519-68.6% | $9,284-81.3% | $4,887-64.5% |