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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 | $54,973 | $72,404-24.1% | $110,243-50.1% | $64,173-14.3% |
| Participation rate | 81.5% | 73.3%+8.1pp | 79.8%+1.7pp | 69.6%+11.9pp |
| Annual return | -6.36% | -6.29%-0.1pp | 314.76%-321.1pp | 7.63%-14.0pp |
| Employer contribution / active EE | $2,822 | $2,282+23.7% | $3,827-26.3% | $2,381+18.5% |
| Participant deferral / active EE | $3,876 | $3,469+11.7% | $4,672-17.1% | $3,470+11.7% |
| Admin fee / account holder | $11,168 | $5,664+97.2% | $8,548+30.7% | $4,887+128.5% |