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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 | $28,378 | $82,674-65.7% | $125,363-77.4% | $68,495-58.6% |
| Participation rate | 87.5% | 75.0%+12.5pp | 82.4%+5.1pp | 67.9%+19.6pp |
| Annual return | -17.12% | -5.97%-11.2pp | 572.15%-589.3pp | -7.84%-9.3pp |
| Employer contribution / active EE | $1,208 | $3,382-64.3% | $4,815-74.9% | $2,596-53.5% |
| Participant deferral / active EE | $3,085 | $6,111-49.5% | $7,447-58.6% | $4,028-23.4% |
| Admin fee / account holder | $3,775 | $6,276-39.9% | $10,005-62.3% | $5,403-30.1% |