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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 | $32,918 | $82,674-60.2% | $125,363-73.7% | $68,495-51.9% |
| Participation rate | 82.9% | 75.0%+7.8pp | 82.4%+0.5pp | 67.9%+15.0pp |
| Annual return | -16.42% | -5.97%-10.5pp | 572.15%-588.6pp | -7.84%-8.6pp |
| Employer contribution / active EE | $2,344 | $3,382-30.7% | $4,815-51.3% | $2,596-9.7% |
| Participant deferral / active EE | $4,747 | $6,111-22.3% | $7,447-36.3% | $4,028+17.9% |
| Admin fee / account holder | $9,026 | $6,276+43.8% | $10,005-9.8% | $5,403+67.0% |