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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 | $42,822 | $57,350-25.3% | $83,850-48.9% | $64,181-33.3% |
| Participation rate | 95.9% | 68.6%+27.3pp | 76.1%+19.8pp | 69.6%+26.3pp |
| Annual return | -7.42% | 11.38%-18.8pp | 850.92%-858.3pp | 7.63%-15.1pp |
| Employer contribution / active EE | $3,244 | $2,545+27.4% | $3,631-10.7% | $2,381+36.2% |
| Participant deferral / active EE | $5,786 | $2,993+93.3% | $4,082+41.8% | $3,470+66.8% |
| Admin fee / account holder | $2,204 | $4,046-45.5% | $5,478-59.8% | $4,887-54.9% |