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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 | $35,464 | $82,674-57.1% | $125,381-71.7% | $68,486-48.2% |
| Participation rate | 82.1% | 75.1%+7.1pp | 82.4%-0.2pp | 67.9%+14.2pp |
| Annual return | -19.12% | -5.97%-13.2pp | 572.31%-591.4pp | -7.85%-11.3pp |
| Employer contribution / active EE | $1,147 | $3,382-66.1% | $4,815-76.2% | $2,597-55.8% |
| Participant deferral / active EE | $3,816 | $6,111-37.5% | $7,448-48.8% | $4,028-5.2% |
| Admin fee / account holder | $1,889 | $6,277-69.9% | $10,007-81.1% | $5,404-65.0% |