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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 | $33,582 | $82,674-59.4% | $125,363-73.2% | $68,495-51.0% |
| Participation rate | 82.9% | 75.0%+7.9pp | 82.4%+0.6pp | 67.9%+15.0pp |
| Annual return | -17.01% | -5.97%-11.0pp | 572.15%-589.2pp | -7.84%-9.2pp |
| Employer contribution / active EE | $2,060 | $3,382-39.1% | $4,815-57.2% | $2,596-20.6% |
| Participant deferral / active EE | $2,911 | $6,111-52.4% | $7,447-60.9% | $4,028-27.7% |
| Admin fee / account holder | $19,013 | $6,276+202.9% | $10,005+90.0% | $5,403+251.9% |