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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 | $40,041 | $82,678-51.6% | $125,391-68.1% | $68,490-41.5% |
| Participation rate | 84.4% | 75.1%+9.3pp | 82.4%+2.0pp | 67.9%+16.5pp |
| Annual return | -1.44% | -5.97%+4.5pp | 572.41%-573.9pp | -7.85%+6.4pp |
| Employer contribution / active EE | $2,003 | $3,382-40.8% | $4,816-58.4% | $2,597-22.9% |
| Participant deferral / active EE | $4,121 | $6,111-32.6% | $7,448-44.7% | $4,028+2.3% |
| Admin fee / account holder | $3,011 | $6,277-52.0% | $10,009-69.9% | $5,403-44.3% |