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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 | $34,566 | $140,578-75.4% | $100,671-65.7% | $125,389-72.4% |
| Participation rate | 83.3% | 80.4%+2.9pp | 70.7%+12.6pp | 83.2%+0.1pp |
| Annual return | -2.80% | 24.67%-27.5pp | 20.43%-23.2pp | 282.24%-285.0pp |
| Employer contribution / active EE | $2,915 | $5,965-51.1% | $4,012-27.3% | $4,866-40.1% |
| Participant deferral / active EE | $3,158 | $3,981-20.7% | $3,144+0.5% | $5,352-41.0% |
| Admin fee / account holder | $2,123 | $6,716-68.4% | $4,850-56.2% | $9,541-77.7% |