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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 | $38,494 | $82,678-53.4% | $125,391-69.3% | $68,490-43.8% |
| Participation rate | 87.1% | 75.1%+12.0pp | 82.4%+4.7pp | 67.9%+19.2pp |
| Annual return | -12.56% | -5.97%-6.6pp | 572.41%-585.0pp | -7.85%-4.7pp |
| Employer contribution / active EE | $1,394 | $3,382-58.8% | $4,816-71.0% | $2,597-46.3% |
| Participant deferral / active EE | $4,545 | $6,111-25.6% | $7,448-39.0% | $4,028+12.8% |
| Admin fee / account holder | $1,215 | $6,277-80.7% | $10,009-87.9% | $5,403-77.5% |