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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 | $33,309 | $85,790-61.2% | $67,313-50.5% | $135,382-75.4% |
| Participation rate | 86.7% | 76.5%+10.2pp | 69.1%+17.6pp | 82.6%+4.0pp |
| Annual return | -7.15% | -0.54%-6.6pp | -4.08%-3.1pp | 519.77%-526.9pp |
| Employer contribution / active EE | $2,829 | $3,487-18.9% | $2,566+10.3% | $4,779-40.8% |
| Participant deferral / active EE | $3,555 | $4,651-23.6% | $3,568-0.4% | $5,609-36.6% |
| Admin fee / account holder | $1,351 | $6,392-78.9% | $4,507-70.0% | $10,829-87.5% |