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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 | $38,155 | $57,352-33.5% | $83,830-54.5% | $64,173-40.5% |
| Participation rate | 85.4% | 68.6%+16.8pp | 76.1%+9.3pp | 69.6%+15.8pp |
| Annual return | -5.82% | 11.38%-17.2pp | 850.97%-856.8pp | 7.63%-13.5pp |
| Employer contribution / active EE | $1,409 | $2,546-44.6% | $3,631-61.2% | $2,381-40.8% |
| Participant deferral / active EE | $3,411 | $2,993+14.0% | $4,082-16.4% | $3,470-1.7% |
| Admin fee / account holder | $3,753 | $4,046-7.2% | $5,479-31.5% | $4,887-23.2% |