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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 | $38,244 | $54,370-29.7% | $82,763-53.8% | $68,490-44.2% |
| Participation rate | 86.6% | 63.9%+22.6pp | 72.6%+14.0pp | 67.9%+18.7pp |
| Annual return | -18.50% | -13.67%-4.8pp | 702.45%-720.9pp | -7.85%-10.6pp |
| Employer contribution / active EE | $1,436 | $2,219-35.3% | $3,008-52.3% | $2,597-44.7% |
| Participant deferral / active EE | $4,451 | $3,247+37.1% | $4,395+1.3% | $4,028+10.5% |
| Admin fee / account holder | $807 | $4,398-81.7% | $5,325-84.8% | $5,403-85.1% |