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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 | $51,104 | $77,817-34.3% | $123,553-58.6% | $64,173-20.4% |
| Participation rate | 70.6% | 74.7%-4.1pp | 82.3%-11.7pp | 69.6%+1.0pp |
| Annual return | -5.60% | 12.49%-18.1pp | 119.21%-124.8pp | 7.63%-13.2pp |
| Employer contribution / active EE | $2,719 | $3,014-9.8% | $4,628-41.2% | $2,381+14.2% |
| Participant deferral / active EE | $5,029 | $5,240-4.0% | $6,426-21.7% | $3,470+45.0% |
| Admin fee / account holder | $1,959 | $5,519-64.5% | $9,284-78.9% | $4,887-59.9% |