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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 | $35,339 | $72,404-51.2% | $110,243-67.9% | $64,173-44.9% |
| Participation rate | 87.7% | 73.3%+14.3pp | 79.8%+7.8pp | 69.6%+18.1pp |
| Annual return | -6.24% | -6.29%0pp | 314.76%-321.0pp | 7.63%-13.9pp |
| Employer contribution / active EE | $1,004 | $2,282-56.0% | $3,827-73.8% | $2,381-57.8% |
| Participant deferral / active EE | $2,868 | $3,469-17.3% | $4,672-38.6% | $3,470-17.3% |
| Admin fee / account holder | $4,532 | $5,664-20.0% | $8,548-47.0% | $4,887-7.3% |