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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 | $52,824 | $57,350-7.9% | $83,850-37.0% | $64,181-17.7% |
| Participation rate | 78.1% | 68.6%+9.5pp | 76.1%+2.0pp | 69.6%+8.6pp |
| Annual return | -7.29% | 11.38%-18.7pp | 850.92%-858.2pp | 7.63%-14.9pp |
| Employer contribution / active EE | $2,540 | $2,545-0.2% | $3,631-30.0% | $2,381+6.7% |
| Participant deferral / active EE | $4,677 | $2,993+56.3% | $4,082+14.6% | $3,470+34.8% |
| Admin fee / account holder | $5,363 | $4,046+32.5% | $5,478-2.1% | $4,887+9.7% |