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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 | $29,809 | $82,674-63.9% | $125,381-76.2% | $68,486-56.5% |
| Participation rate | 84.3% | 75.1%+9.2pp | 82.4%+1.9pp | 67.9%+16.4pp |
| Annual return | -9.17% | -5.97%-3.2pp | 572.31%-581.5pp | -7.85%-1.3pp |
| Employer contribution / active EE | $3,537 | $3,382+4.6% | $4,815-26.6% | $2,597+36.2% |
| Participant deferral / active EE | $4,249 | $6,111-30.5% | $7,448-42.9% | $4,028+5.5% |
| Admin fee / account holder | $1,222 | $6,277-80.5% | $10,007-87.8% | $5,404-77.4% |