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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 | $40,868 | $57,352-28.7% | $83,831-51.2% | $64,173-36.3% |
| Participation rate | 73.8% | 68.6%+5.1pp | 76.1%-2.4pp | 69.6%+4.2pp |
| Annual return | -4.37% | 11.38%-15.8pp | 850.99%-855.4pp | 7.63%-12.0pp |
| Employer contribution / active EE | $1,209 | $2,546-52.5% | $3,631-66.7% | $2,381-49.2% |
| Participant deferral / active EE | $3,872 | $2,993+29.4% | $4,082-5.1% | $3,470+11.6% |
| Admin fee / account holder | $782 | $4,046-80.7% | $5,479-85.7% | $4,887-84.0% |