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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 | $42,509 | $82,678-48.6% | $125,391-66.1% | $68,490-37.9% |
| Participation rate | 86.3% | 75.1%+11.2pp | 82.4%+3.9pp | 67.9%+18.4pp |
| Annual return | -18.99% | -5.97%-13.0pp | 572.41%-591.4pp | -7.85%-11.1pp |
| Employer contribution / active EE | $3,503 | $3,382+3.6% | $4,816-27.3% | $2,597+34.9% |
| Participant deferral / active EE | $7,309 | $6,111+19.6% | $7,448-1.9% | $4,028+81.5% |
| Admin fee / account holder | $3,777 | $6,277-39.8% | $10,009-62.3% | $5,403-30.1% |