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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 | $35,947 | $49,177-26.9% | $79,467-54.8% | $64,173-44.0% |
| Participation rate | 85.7% | 65.0%+20.7pp | 73.3%+12.4pp | 69.6%+16.1pp |
| Annual return | -7.71% | -1.16%-6.5pp | 718.30%-726.0pp | 7.63%-15.3pp |
| Employer contribution / active EE | $1,986 | $2,076-4.3% | $2,800-29.1% | $2,381-16.6% |
| Participant deferral / active EE | $2,051 | $2,821-27.3% | $3,704-44.6% | $3,470-40.9% |
| Admin fee / account holder | $1,208 | $3,839-68.5% | $5,104-76.3% | $4,887-75.3% |