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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 | $59,821 | $95,188-37.2% | $76,518-21.8% | $135,379-55.8% |
| Participation rate | 84.6% | 74.4%+10.2pp | 68.0%+16.6pp | 82.6%+2.0pp |
| Annual return | -5.29% | 4.85%-10.1pp | -0.27%-5.0pp | 519.79%-525.1pp |
| Employer contribution / active EE | $2,103 | $3,303-36.3% | $2,647-20.6% | $4,779-56.0% |
| Participant deferral / active EE | $4,253 | $4,640-8.3% | $3,836+10.9% | $5,609-24.2% |
| Admin fee / account holder | $2,151 | $6,249-65.6% | $4,849-55.6% | $10,828-80.1% |