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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 | $29,215 | $49,177-40.6% | $79,467-63.2% | $64,173-54.5% |
| Participation rate | 72.4% | 65.0%+7.4pp | 73.3%-0.9pp | 69.6%+2.8pp |
| Annual return | -7.85% | -1.16%-6.7pp | 718.30%-726.2pp | 7.63%-15.5pp |
| Employer contribution / active EE | $1,380 | $2,076-33.5% | $2,800-50.7% | $2,381-42.0% |
| Participant deferral / active EE | $3,151 | $2,821+11.7% | $3,704-14.9% | $3,470-9.2% |
| Admin fee / account holder | $1,214 | $3,839-68.4% | $5,104-76.2% | $4,887-75.2% |