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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 | $48,747 | $52,519-7.2% | $155,789-68.7% | $59,633-18.3% |
| Participation rate | 76.0% | 61.7%+14.3pp | 76.1%-0.1pp | 68.7%+7.3pp |
| Annual return | -0.53% | 53.51%-54.0pp | 71.54%-72.1pp | 2041.45%-2042.0pp |
| Employer contribution / active EE | $1,272 | $1,589-20.0% | $3,839-66.9% | $2,203-42.3% |
| Participant deferral / active EE | $4,183 | $3,084+35.6% | $4,798-12.8% | $3,192+31.0% |
| Admin fee / account holder | $1,784 | $3,540-49.6% | $7,477-76.1% | $4,297-58.5% |