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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 | $63,959 | $77,817-17.8% | $123,553-48.2% | $64,173-0.3% |
| Participation rate | 80.0% | 74.7%+5.3pp | 82.3%-2.3pp | 69.6%+10.4pp |
| Annual return | -5.24% | 12.49%-17.7pp | 119.21%-124.4pp | 7.63%-12.9pp |
| Employer contribution / active EE | $2,439 | $3,014-19.1% | $4,628-47.3% | $2,381+2.4% |
| Participant deferral / active EE | $4,677 | $5,240-10.8% | $6,426-27.2% | $3,470+34.8% |
| Admin fee / account holder | $3,884 | $5,519-29.6% | $9,284-58.2% | $4,887-20.5% |