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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 | $38,025 | $57,352-33.7% | $83,831-54.6% | $64,173-40.7% |
| Participation rate | 88.3% | 68.6%+19.7pp | 76.1%+12.2pp | 69.6%+18.8pp |
| Annual return | -4.27% | 11.38%-15.7pp | 850.99%-855.3pp | 7.63%-11.9pp |
| Employer contribution / active EE | $1,686 | $2,546-33.8% | $3,631-53.6% | $2,381-29.2% |
| Participant deferral / active EE | $3,253 | $2,993+8.7% | $4,082-20.3% | $3,470-6.2% |
| Admin fee / account holder | $2,894 | $4,046-28.5% | $5,479-47.2% | $4,887-40.8% |