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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 | $32,949 | $84,518-61.0% | $67,704-51.3% | $125,389-73.7% |
| Participation rate | 88.2% | 74.8%+13.5pp | 67.5%+20.7pp | 83.2%+5.0pp |
| Annual return | -3.78% | 2.57%-6.3pp | 25.41%-29.2pp | 282.24%-286.0pp |
| Employer contribution / active EE | $1,092 | $3,292-66.8% | $2,559-57.3% | $4,866-77.6% |
| Participant deferral / active EE | $2,784 | $4,430-37.2% | $3,585-22.4% | $5,352-48.0% |
| Admin fee / account holder | $1,291 | $5,340-75.8% | $4,255-69.7% | $9,541-86.5% |