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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 | $92,376 | $55,449+66.6% | $83,830+10.2% | $56,287+64.1% |
| Participation rate | 77.8% | 68.0%+9.8pp | 76.1%+1.6pp | 69.9%+7.9pp |
| Annual return | -6.50% | -1.38%-5.1pp | 850.97%-857.5pp | -9.96%+3.5pp |
| Employer contribution / active EE | $942 | $2,430-61.2% | $3,631-74.1% | $2,111-55.4% |
| Participant deferral / active EE | $6,031 | $2,935+105.4% | $4,082+47.7% | $3,350+80.0% |
| Admin fee / account holder | $1,259 | $656+92.0% | $5,479-77.0% | $521+141.8% |