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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 | $31,602 | $82,678-61.8% | $125,391-74.8% | $68,490-53.9% |
| Participation rate | 81.6% | 75.1%+6.5pp | 82.4%-0.8pp | 67.9%+13.7pp |
| Annual return | -18.58% | -5.97%-12.6pp | 572.41%-591.0pp | -7.85%-10.7pp |
| Employer contribution / active EE | $2,805 | $3,382-17.1% | $4,816-41.7% | $2,597+8.0% |
| Participant deferral / active EE | $4,044 | $6,111-33.8% | $7,448-45.7% | $4,028+0.4% |
| Admin fee / account holder | $469 | $6,277-92.5% | $10,009-95.3% | $5,403-91.3% |