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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 | $42,069 | $57,350-26.6% | $83,850-49.8% | $64,181-34.5% |
| Participation rate | 76.7% | 68.6%+8.1pp | 76.1%+0.5pp | 69.6%+7.1pp |
| Annual return | -7.47% | 11.38%-18.9pp | 850.92%-858.4pp | 7.63%-15.1pp |
| Employer contribution / active EE | $4,528 | $2,545+77.9% | $3,631+24.7% | $2,381+90.2% |
| Participant deferral / active EE | $2,683 | $2,993-10.4% | $4,082-34.3% | $3,470-22.7% |
| Admin fee / account holder | $10,942 | $4,046+170.5% | $5,478+99.7% | $4,887+123.9% |