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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 | $67,330 | $72,404-7.0% | $110,243-38.9% | $64,173+4.9% |
| Participation rate | 70.1% | 73.3%-3.2pp | 79.8%-9.7pp | 69.6%+0.6pp |
| Annual return | -5.31% | -6.29%+1.0pp | 314.76%-320.1pp | 7.63%-12.9pp |
| Employer contribution / active EE | $1,434 | $2,282-37.2% | $3,827-62.5% | $2,381-39.8% |
| Participant deferral / active EE | $3,683 | $3,469+6.1% | $4,672-21.2% | $3,470+6.1% |
| Admin fee / account holder | $3,149 | $5,664-44.4% | $8,548-63.2% | $4,887-35.6% |