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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 | $34,771 | $77,817-55.3% | $123,553-71.9% | $64,173-45.8% |
| Participation rate | 90.7% | 74.7%+16.0pp | 82.3%+8.4pp | 69.6%+21.2pp |
| Annual return | -8.02% | 12.49%-20.5pp | 119.21%-127.2pp | 7.63%-15.7pp |
| Employer contribution / active EE | $1,200 | $3,014-60.2% | $4,628-74.1% | $2,381-49.6% |
| Participant deferral / active EE | $3,218 | $5,240-38.6% | $6,426-49.9% | $3,470-7.3% |
| Admin fee / account holder | $3,680 | $5,519-33.3% | $9,284-60.4% | $4,887-24.7% |