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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 | $54,285 | $57,352-5.3% | $83,830-35.2% | $64,173-15.4% |
| Participation rate | 77.3% | 68.6%+8.7pp | 76.1%+1.1pp | 69.6%+7.7pp |
| Annual return | -5.19% | 11.38%-16.6pp | 850.97%-856.2pp | 7.63%-12.8pp |
| Employer contribution / active EE | $1,906 | $2,546-25.1% | $3,631-47.5% | $2,381-20.0% |
| Participant deferral / active EE | $4,177 | $2,993+39.6% | $4,082+2.3% | $3,470+20.4% |
| Admin fee / account holder | $1,112 | $4,046-72.5% | $5,479-79.7% | $4,887-77.3% |