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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 | $34,907 | $82,678-57.8% | $125,391-72.2% | $68,490-49.0% |
| Participation rate | 85.2% | 75.1%+10.1pp | 82.4%+2.8pp | 67.9%+17.3pp |
| Annual return | -17.75% | -5.97%-11.8pp | 572.41%-590.2pp | -7.85%-9.9pp |
| Employer contribution / active EE | $3,484 | $3,382+3.0% | $4,816-27.6% | $2,597+34.2% |
| Participant deferral / active EE | $4,621 | $6,111-24.4% | $7,448-38.0% | $4,028+14.7% |
| Admin fee / account holder | $1,295 | $6,277-79.4% | $10,009-87.1% | $5,403-76.0% |