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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 | $34,325 | $87,546-60.8% | $75,784-54.7% | $125,389-72.6% |
| Participation rate | 73.9% | 80.2%-6.3pp | 75.8%-1.9pp | 83.2%-9.3pp |
| Annual return | -2.74% | 13.49%-16.2pp | 9.68%-12.4pp | 282.24%-285.0pp |
| Employer contribution / active EE | $7,772 | $3,930+97.8% | $3,323+133.9% | $4,866+59.7% |
| Participant deferral / active EE | $4,730 | $4,230+11.8% | $3,652+29.5% | $5,352-11.6% |
| Admin fee / account holder | $3,017 | $6,503-53.6% | $5,300-43.1% | $9,541-68.4% |