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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 | $34,773 | $84,518-58.9% | $67,704-48.6% | $125,389-72.3% |
| Participation rate | 91.3% | 74.8%+16.5pp | 67.5%+23.8pp | 83.2%+8.1pp |
| Annual return | -2.68% | 2.57%-5.3pp | 25.41%-28.1pp | 282.24%-284.9pp |
| Employer contribution / active EE | $3,093 | $3,292-6.1% | $2,559+20.8% | $4,866-36.4% |
| Participant deferral / active EE | $3,340 | $4,430-24.6% | $3,585-6.8% | $5,352-37.6% |
| Admin fee / account holder | $1,159 | $5,340-78.3% | $4,255-72.8% | $9,541-87.8% |