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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 | $35,972 | $82,678-56.5% | $125,391-71.3% | $68,490-47.5% |
| Participation rate | 73.3% | 75.1%-1.7pp | 82.4%-9.1pp | 67.9%+5.4pp |
| Annual return | -16.11% | -5.97%-10.1pp | 572.41%-588.5pp | -7.85%-8.3pp |
| Employer contribution / active EE | $1,894 | $3,382-44.0% | $4,816-60.7% | $2,597-27.1% |
| Participant deferral / active EE | $3,082 | $6,111-49.6% | $7,448-58.6% | $4,028-23.5% |
| Admin fee / account holder | $366 | $6,277-94.2% | $10,009-96.3% | $5,403-93.2% |