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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 | $38,423 | $75,962-49.4% | $154,111-75.1% | $64,173-40.1% |
| Participation rate | 82.2% | 70.4%+11.8pp | 83.0%-0.8pp | 69.6%+12.7pp |
| Annual return | -6.75% | 30.32%-37.1pp | 735.18%-741.9pp | 7.63%-14.4pp |
| Employer contribution / active EE | $1,841 | $3,350-45.0% | $5,298-65.3% | $2,381-22.7% |
| Participant deferral / active EE | $2,411 | $3,175-24.1% | $5,081-52.5% | $3,470-30.5% |
| Admin fee / account holder | $745 | $5,589-86.7% | $13,411-94.4% | $4,887-84.8% |