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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 | $39,606 | $57,352-30.9% | $83,831-52.8% | $64,173-38.3% |
| Participation rate | 81.5% | 68.6%+12.9pp | 76.1%+5.3pp | 69.6%+11.9pp |
| Annual return | -5.88% | 11.38%-17.3pp | 850.99%-856.9pp | 7.63%-13.5pp |
| Employer contribution / active EE | $1,082 | $2,546-57.5% | $3,631-70.2% | $2,381-54.5% |
| Participant deferral / active EE | $2,564 | $2,993-14.3% | $4,082-37.2% | $3,470-26.1% |
| Admin fee / account holder | $3,524 | $4,046-12.9% | $5,479-35.7% | $4,887-27.9% |