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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 | $35,426 | $54,357-34.8% | $82,706-57.2% | $68,495-48.3% |
| Participation rate | 82.2% | 63.9%+18.3pp | 72.6%+9.6pp | 67.9%+14.3pp |
| Annual return | -17.03% | -13.67%-3.4pp | 701.76%-718.8pp | -7.84%-9.2pp |
| Employer contribution / active EE | $3,236 | $2,218+45.9% | $3,007+7.6% | $2,596+24.6% |
| Participant deferral / active EE | $5,736 | $3,246+76.7% | $4,394+30.6% | $4,028+42.4% |
| Admin fee / account holder | $2,981 | $4,396-32.2% | $5,329-44.0% | $5,403-44.8% |