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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 | $48,268 | $75,962-36.5% | $154,108-68.7% | $64,173-24.8% |
| Participation rate | 82.4% | 70.4%+11.9pp | 83.0%-0.7pp | 69.6%+12.8pp |
| Annual return | -5.87% | 30.32%-36.2pp | 735.21%-741.1pp | 7.63%-13.5pp |
| Employer contribution / active EE | $1,346 | $3,350-59.8% | $5,298-74.6% | $2,381-43.5% |
| Participant deferral / active EE | $2,798 | $3,175-11.9% | $5,081-44.9% | $3,470-19.4% |
| Admin fee / account holder | $2,214 | $5,589-60.4% | $13,411-83.5% | $4,887-54.7% |