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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 | $45,958 | $69,012-33.4% | $160,037-71.3% | $68,490-32.9% |
| Participation rate | 75.0% | 65.4%+9.6pp | 78.0%-3.0pp | 67.9%+7.1pp |
| Annual return | -11.27% | -9.65%-1.6pp | 408.95%-420.2pp | -7.85%-3.4pp |
| Employer contribution / active EE | $1,702 | $2,212-23.1% | $4,226-59.7% | $2,597-34.5% |
| Participant deferral / active EE | $3,971 | $4,212-5.7% | $6,184-35.8% | $4,028-1.4% |
| Admin fee / account holder | $4,557 | $4,798-5.0% | $8,716-47.7% | $5,403-15.7% |