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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 | $38,211 | $72,404-47.2% | $110,243-65.3% | $64,173-40.5% |
| Participation rate | 77.8% | 73.3%+4.4pp | 79.8%-2.0pp | 69.6%+8.2pp |
| Annual return | -7.59% | -6.29%-1.3pp | 314.76%-322.4pp | 7.63%-15.2pp |
| Employer contribution / active EE | $3,616 | $2,282+58.5% | $3,827-5.5% | $2,381+51.9% |
| Participant deferral / active EE | $2,900 | $3,469-16.4% | $4,672-37.9% | $3,470-16.4% |
| Admin fee / account holder | $413 | $5,664-92.7% | $8,548-95.2% | $4,887-91.5% |