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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 | $39,377 | $77,816-49.4% | $123,549-68.1% | $64,181-38.6% |
| Participation rate | 80.0% | 74.7%+5.3pp | 82.3%-2.3pp | 69.6%+10.4pp |
| Annual return | -5.03% | 12.49%-17.5pp | 119.20%-124.2pp | 7.63%-12.7pp |
| Employer contribution / active EE | $2,339 | $3,014-22.4% | $4,628-49.5% | $2,381-1.8% |
| Participant deferral / active EE | $7,931 | $5,240+51.3% | $6,426+23.4% | $3,470+128.6% |
| Admin fee / account holder | $2,808 | $5,519-49.1% | $9,284-69.8% | $4,887-42.5% |