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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 | $36,533 | $69,012-47.1% | $160,037-77.2% | $68,490-46.7% |
| Participation rate | 71.4% | 65.4%+6.0pp | 78.0%-6.6pp | 67.9%+3.5pp |
| Annual return | -18.40% | -9.65%-8.8pp | 408.95%-427.4pp | -7.85%-10.5pp |
| Employer contribution / active EE | $1,766 | $2,212-20.2% | $4,226-58.2% | $2,597-32.0% |
| Participant deferral / active EE | $5,499 | $4,212+30.6% | $6,184-11.1% | $4,028+36.5% |
| Admin fee / account holder | $5,405 | $4,798+12.6% | $8,716-38.0% | $5,4030% |