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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 | $37,783 | $105,867-64.3% | $90,760-58.4% | $134,532-71.9% |
| Participation rate | 85.7% | 78.3%+7.5pp | 75.7%+10.0pp | 81.2%+4.5pp |
| Annual return | -3.35% | -10.99%+7.6pp | -12.16%+8.8pp | 418.27%-421.6pp |
| Employer contribution / active EE | $1,557 | $3,464-55.0% | $2,922-46.7% | $4,741-67.2% |
| Participant deferral / active EE | $3,965 | $5,217-24.0% | $4,565-13.1% | $6,401-38.1% |
| Admin fee / account holder | $5,835 | $13,936-58.1% | $8,444-30.9% | $11,429-48.9% |