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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 | $47,048 | $49,177-4.3% | $79,467-40.8% | $64,173-26.7% |
| Participation rate | 90.8% | 65.0%+25.7pp | 73.3%+17.4pp | 69.6%+21.2pp |
| Annual return | -5.35% | -1.16%-4.2pp | 718.30%-723.7pp | 7.63%-13.0pp |
| Employer contribution / active EE | $1,777 | $2,076-14.4% | $2,800-36.6% | $2,381-25.4% |
| Participant deferral / active EE | $2,746 | $2,821-2.7% | $3,704-25.9% | $3,470-20.9% |
| Admin fee / account holder | $5,861 | $3,839+52.7% | $5,104+14.8% | $4,887+19.9% |