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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 | $42,188 | $82,678-49.0% | $125,391-66.4% | $68,490-38.4% |
| Participation rate | 76.6% | 75.1%+1.5pp | 82.4%-5.8pp | 67.9%+8.7pp |
| Annual return | -7.74% | -5.97%-1.8pp | 572.41%-580.1pp | -7.85%+0.1pp |
| Employer contribution / active EE | $2,005 | $3,382-40.7% | $4,816-58.4% | $2,597-22.8% |
| Participant deferral / active EE | $7,110 | $6,111+16.3% | $7,448-4.5% | $4,028+76.5% |
| Admin fee / account holder | $1,554 | $6,277-75.2% | $10,009-84.5% | $5,403-71.2% |