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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 | $35,922 | $82,674-56.5% | $125,363-71.3% | $68,495-47.6% |
| Participation rate | 85.2% | 75.0%+10.1pp | 82.4%+2.8pp | 67.9%+17.3pp |
| Annual return | -18.81% | -5.97%-12.8pp | 572.15%-591.0pp | -7.84%-11.0pp |
| Employer contribution / active EE | $3,496 | $3,382+3.4% | $4,815-27.4% | $2,596+34.6% |
| Participant deferral / active EE | $9,297 | $6,111+52.1% | $7,447+24.8% | $4,028+130.8% |
| Admin fee / account holder | $3,049 | $6,276-51.4% | $10,005-69.5% | $5,403-43.6% |