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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 | $50,955 | $90,320-43.6% | $59,496-14.4% | $125,389-59.4% |
| Participation rate | 75.0% | 68.3%+6.7pp | 54.6%+20.4pp | 83.2%-8.2pp |
| Annual return | -0.75% | 369.13%-369.9pp | 182.05%-182.8pp | 282.24%-283.0pp |
| Employer contribution / active EE | $1,024 | $1,792-42.8% | $1,153-11.2% | $4,866-79.0% |
| Participant deferral / active EE | $4,135 | $2,716+52.2% | $1,829+126.0% | $5,352-22.7% |
| Admin fee / account holder | $374 | $3,063-87.8% | $2,232-83.2% | $9,541-96.1% |