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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 | $31,847 | $82,678-61.5% | $125,391-74.6% | $68,490-53.5% |
| Participation rate | 71.2% | 75.1%-3.8pp | 82.4%-11.2pp | 67.9%+3.3pp |
| Annual return | -6.88% | -5.97%-0.9pp | 572.41%-579.3pp | -7.85%+1.0pp |
| Employer contribution / active EE | $3,580 | $3,382+5.8% | $4,816-25.7% | $2,597+37.9% |
| Participant deferral / active EE | $8,043 | $6,111+31.6% | $7,448+8.0% | $4,028+99.7% |
| Admin fee / account holder | $654 | $6,277-89.6% | $10,009-93.5% | $5,403-87.9% |