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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 | $42,875 | $75,959-43.6% | $154,114-72.2% | $64,181-33.2% |
| Participation rate | 88.5% | 70.4%+18.0pp | 83.0%+5.4pp | 69.6%+18.9pp |
| Annual return | -5.37% | 30.32%-35.7pp | 735.16%-740.5pp | 7.63%-13.0pp |
| Employer contribution / active EE | $786 | $3,350-76.5% | $5,298-85.2% | $2,381-67.0% |
| Participant deferral / active EE | $2,021 | $3,175-36.3% | $5,081-60.2% | $3,470-41.7% |
| Admin fee / account holder | $2,009 | $5,589-64.1% | $13,411-85.0% | $4,887-58.9% |