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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 | $40,749 | $78,694-48.2% | $67,652-39.8% | $125,389-67.5% |
| Participation rate | 73.9% | 78.8%-4.9pp | 75.7%-1.8pp | 83.2%-9.3pp |
| Annual return | -0.82% | 9.46%-10.3pp | 6625.40%-6626.2pp | 282.24%-283.1pp |
| Employer contribution / active EE | $2,724 | $3,044-10.5% | $2,266+20.2% | $4,866-44.0% |
| Participant deferral / active EE | $3,698 | $4,292-13.9% | $3,560+3.9% | $5,352-30.9% |
| Admin fee / account holder | $4,089 | $7,403-44.8% | $4,821-15.2% | $9,541-57.1% |