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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 | $60,425 | $69,012-12.4% | $160,037-62.2% | $68,490-11.8% |
| Participation rate | 82.4% | 65.4%+17.0pp | 78.0%+4.4pp | 67.9%+14.5pp |
| Annual return | -15.82% | -9.65%-6.2pp | 408.95%-424.8pp | -7.85%-8.0pp |
| Employer contribution / active EE | $1,097 | $2,212-50.4% | $4,226-74.0% | $2,597-57.8% |
| Participant deferral / active EE | $3,240 | $4,212-23.1% | $6,184-47.6% | $4,028-19.6% |
| Admin fee / account holder | $4,425 | $4,798-7.8% | $8,716-49.2% | $5,403-18.1% |