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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 | $37,359 | $47,977-22.1% | $154,108-75.8% | $56,289-33.6% |
| Participation rate | 70.5% | 66.2%+4.4pp | 83.0%-12.5pp | 69.9%+0.7pp |
| Annual return | -6.11% | 3.54%-9.6pp | 735.21%-741.3pp | -9.96%+3.8pp |
| Employer contribution / active EE | $837 | $2,169-61.4% | $5,298-84.2% | $2,111-60.3% |
| Participant deferral / active EE | $1,451 | $2,392-39.3% | $5,081-71.4% | $3,350-56.7% |
| Admin fee / account holder | $1,787 | $438+307.9% | $13,411-86.7% | $521+243.1% |