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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 | $38,850 | $57,350-32.3% | $83,850-53.7% | $64,181-39.5% |
| Participation rate | 78.6% | 68.6%+10.0pp | 76.1%+2.4pp | 69.6%+9.0pp |
| Annual return | -3.24% | 11.38%-14.6pp | 850.92%-854.2pp | 7.63%-10.9pp |
| Employer contribution / active EE | $1,565 | $2,545-38.5% | $3,631-56.9% | $2,381-34.3% |
| Participant deferral / active EE | $2,353 | $2,993-21.4% | $4,082-42.4% | $3,470-32.2% |
| Admin fee / account holder | $8,074 | $4,046+99.6% | $5,478+47.4% | $4,887+65.2% |