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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 | $42,743 | $49,177-13.1% | $79,466-46.2% | $64,173-33.4% |
| Participation rate | 70.9% | 65.0%+5.9pp | 73.3%-2.4pp | 69.6%+1.3pp |
| Annual return | -2.17% | -1.16%-1.0pp | 718.28%-720.4pp | 7.63%-9.8pp |
| Employer contribution / active EE | $891 | $2,076-57.1% | $2,800-68.2% | $2,381-62.6% |
| Participant deferral / active EE | $2,323 | $2,821-17.7% | $3,704-37.3% | $3,470-33.0% |
| Admin fee / account holder | $2,718 | $3,839-29.2% | $5,104-46.8% | $4,887-44.4% |