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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 | $33,930 | $95,915-64.6% | $79,580-57.4% | $134,532-74.8% |
| Participation rate | 86.7% | 75.0%+11.6pp | 69.5%+17.2pp | 81.2%+5.4pp |
| Annual return | -15.38% | -2.71%-12.7pp | 0.15%-15.5pp | 418.27%-433.6pp |
| Employer contribution / active EE | $1,119 | $3,129-64.3% | $2,413-53.7% | $4,741-76.4% |
| Participant deferral / active EE | $4,374 | $4,693-6.8% | $3,985+9.7% | $6,401-31.7% |
| Admin fee / account holder | $3,241 | $9,132-64.5% | $6,835-52.6% | $11,429-71.6% |