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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 | $42,572 | $57,352-25.8% | $83,830-49.2% | $64,173-33.7% |
| Participation rate | 75.0% | 68.6%+6.4pp | 76.1%-1.1pp | 69.6%+5.4pp |
| Annual return | -7.34% | 11.38%-18.7pp | 850.97%-858.3pp | 7.63%-15.0pp |
| Employer contribution / active EE | $1,604 | $2,546-37.0% | $3,631-55.8% | $2,381-32.6% |
| Participant deferral / active EE | $3,304 | $2,993+10.4% | $4,082-19.1% | $3,470-4.8% |
| Admin fee / account holder | $1,536 | $4,046-62.0% | $5,479-72.0% | $4,887-68.6% |