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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 | $62,919 | $77,817-19.1% | $123,553-49.1% | $64,173-2.0% |
| Participation rate | 75.9% | 74.7%+1.2pp | 82.3%-6.4pp | 69.6%+6.3pp |
| Annual return | -7.28% | 12.49%-19.8pp | 119.21%-126.5pp | 7.63%-14.9pp |
| Employer contribution / active EE | $2,674 | $3,014-11.3% | $4,628-42.2% | $2,381+12.3% |
| Participant deferral / active EE | $9,808 | $5,240+87.2% | $6,426+52.6% | $3,470+182.7% |
| Admin fee / account holder | $1,100 | $5,519-80.1% | $9,284-88.1% | $4,887-77.5% |