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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 | $42,765 | $82,678-48.3% | $125,391-65.9% | $68,490-37.6% |
| Participation rate | 82.8% | 75.1%+7.7pp | 82.4%+0.4pp | 67.9%+14.9pp |
| Annual return | -17.24% | -5.97%-11.3pp | 572.41%-589.6pp | -7.85%-9.4pp |
| Employer contribution / active EE | $2,217 | $3,382-34.4% | $4,816-54.0% | $2,597-14.6% |
| Participant deferral / active EE | $5,230 | $6,111-14.4% | $7,448-29.8% | $4,028+29.8% |
| Admin fee / account holder | $967 | $6,277-84.6% | $10,009-90.3% | $5,403-82.1% |