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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 | $55,322 | $75,962-27.2% | $154,108-64.1% | $64,173-13.8% |
| Participation rate | 70.4% | 70.4%0pp | 83.0%-12.7pp | 69.6%+0.8pp |
| Annual return | -4.90% | 30.32%-35.2pp | 735.21%-740.1pp | 7.63%-12.5pp |
| Employer contribution / active EE | $732 | $3,350-78.1% | $5,298-86.2% | $2,381-69.2% |
| Participant deferral / active EE | $2,383 | $3,175-24.9% | $5,081-53.1% | $3,470-31.3% |
| Admin fee / account holder | $4,978 | $5,589-10.9% | $13,411-62.9% | $4,887+1.9% |