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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 | $45,019 | $75,959-40.7% | $154,114-70.8% | $64,181-29.9% |
| Participation rate | 84.4% | 70.4%+14.0pp | 83.0%+1.3pp | 69.6%+14.8pp |
| Annual return | -4.22% | 30.32%-34.5pp | 735.16%-739.4pp | 7.63%-11.9pp |
| Employer contribution / active EE | $1,979 | $3,350-40.9% | $5,298-62.7% | $2,381-16.9% |
| Participant deferral / active EE | $936 | $3,175-70.5% | $5,081-81.6% | $3,470-73.0% |
| Admin fee / account holder | $7,783 | $5,589+39.3% | $13,411-42.0% | $4,887+59.2% |