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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 | $33,977 | $49,177-30.9% | $79,466-57.2% | $64,173-47.1% |
| Participation rate | 78.6% | 65.0%+13.5pp | 73.3%+5.2pp | 69.6%+9.0pp |
| Annual return | -7.42% | -1.16%-6.3pp | 718.28%-725.7pp | 7.63%-15.0pp |
| Employer contribution / active EE | $1,733 | $2,076-16.6% | $2,800-38.1% | $2,381-27.2% |
| Participant deferral / active EE | $3,385 | $2,821+20.0% | $3,704-8.6% | $3,470-2.4% |
| Admin fee / account holder | $1,330 | $3,839-65.4% | $5,104-73.9% | $4,887-72.8% |