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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 | $35,183 | $163,960-78.5% | $91,227-61.4% | - |
| Participation rate | 96.0% | 66.2%+29.7pp | 73.2%+22.8pp | - |
| Annual return | -14.71% | -11.87%-2.8pp | 114.14%-128.8pp | - |
| Employer contribution / active EE | $3,866 | $2,306+67.6% | $2,851+35.6% | - |
| Participant deferral / active EE | $9,592 | $3,979+141.1% | $4,234+126.6% | - |
| Admin fee / account holder | $3,763 | $34,394-89.1% | $5,423-30.6% | - |