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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 | $42,454 | $69,012-38.5% | $160,037-73.5% | $68,490-38.0% |
| Participation rate | 72.7% | 65.4%+7.3pp | 78.0%-5.3pp | 67.9%+4.8pp |
| Annual return | -16.23% | -9.65%-6.6pp | 408.95%-425.2pp | -7.85%-8.4pp |
| Employer contribution / active EE | $1,161 | $2,212-47.5% | $4,226-72.5% | $2,597-55.3% |
| Participant deferral / active EE | $1,908 | $4,212-54.7% | $6,184-69.1% | $4,028-52.6% |
| Admin fee / account holder | $3,090 | $4,798-35.6% | $8,716-64.6% | $5,403-42.8% |