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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 | $53,373 | $66,302-19.5% | $110,241-51.6% | $56,287-5.2% |
| Participation rate | 74.1% | 74.9%-0.8pp | 79.8%-5.7pp | 69.9%+4.2pp |
| Annual return | -5.04% | -1.18%-3.9pp | 314.75%-319.8pp | -9.96%+4.9pp |
| Employer contribution / active EE | $1,127 | $2,047-44.9% | $3,827-70.5% | $2,111-46.6% |
| Participant deferral / active EE | $3,676 | $3,381+8.7% | $4,672-21.3% | $3,350+9.7% |
| Admin fee / account holder | $770 | $698+10.3% | $8,548-91.0% | $521+47.8% |