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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 | $60,267 | $57,352+5.1% | $83,830-28.1% | $64,173-6.1% |
| Participation rate | 72.4% | 68.6%+3.8pp | 76.1%-3.7pp | 69.6%+2.8pp |
| Annual return | -6.45% | 11.38%-17.8pp | 850.97%-857.4pp | 7.63%-14.1pp |
| Employer contribution / active EE | $682 | $2,546-73.2% | $3,631-81.2% | $2,381-71.4% |
| Participant deferral / active EE | $3,326 | $2,993+11.1% | $4,082-18.5% | $3,470-4.1% |
| Admin fee / account holder | $1,079 | $4,046-73.3% | $5,479-80.3% | $4,887-77.9% |