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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 | $33,549 | $49,177-31.8% | $79,467-57.8% | $64,173-47.7% |
| Participation rate | 81.5% | 65.0%+16.5pp | 73.3%+8.2pp | 69.6%+12.0pp |
| Annual return | -7.22% | -1.16%-6.1pp | 718.30%-725.5pp | 7.63%-14.9pp |
| Employer contribution / active EE | $3,478 | $2,076+67.5% | $2,800+24.2% | $2,381+46.1% |
| Participant deferral / active EE | $2,894 | $2,821+2.6% | $3,704-21.9% | $3,470-16.6% |
| Admin fee / account holder | $1,569 | $3,839-59.1% | $5,104-69.3% | $4,887-67.9% |