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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 | $40,370 | $82,674-51.2% | $125,363-67.8% | $68,495-41.1% |
| Participation rate | 82.8% | 75.0%+7.7pp | 82.4%+0.4pp | 67.9%+14.9pp |
| Annual return | -13.88% | -5.97%-7.9pp | 572.15%-586.0pp | -7.84%-6.0pp |
| Employer contribution / active EE | $758 | $3,382-77.6% | $4,815-84.3% | $2,596-70.8% |
| Participant deferral / active EE | $4,735 | $6,111-22.5% | $7,447-36.4% | $4,028+17.6% |
| Admin fee / account holder | $685 | $6,276-89.1% | $10,005-93.2% | $5,403-87.3% |