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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 | $44,210 | $72,404-38.9% | $110,243-59.9% | $64,173-31.1% |
| Participation rate | 77.3% | 73.3%+3.9pp | 79.8%-2.5pp | 69.6%+7.7pp |
| Annual return | -2.19% | -6.29%+4.1pp | 314.76%-316.9pp | 7.63%-9.8pp |
| Employer contribution / active EE | $1,979 | $2,282-13.3% | $3,827-48.3% | $2,381-16.9% |
| Participant deferral / active EE | $3,572 | $3,469+2.9% | $4,672-23.6% | $3,470+2.9% |
| Admin fee / account holder | $12,473 | $5,664+120.2% | $8,548+45.9% | $4,887+155.2% |