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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 | $34,651 | $49,177-29.5% | $79,467-56.4% | $64,173-46.0% |
| Participation rate | 73.6% | 65.0%+8.6pp | 73.3%+0.2pp | 69.6%+4.0pp |
| Annual return | -5.93% | -1.16%-4.8pp | 718.30%-724.2pp | 7.63%-13.6pp |
| Employer contribution / active EE | $1,959 | $2,076-5.6% | $2,800-30.0% | $2,381-17.7% |
| Participant deferral / active EE | $1,816 | $2,821-35.6% | $3,704-51.0% | $3,470-47.7% |
| Admin fee / account holder | $349 | $3,839-90.9% | $5,104-93.2% | $4,887-92.9% |