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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 | $56,660 | $75,962-25.4% | $154,111-63.2% | $64,173-11.7% |
| Participation rate | 81.8% | 70.4%+11.4pp | 83.0%-1.2pp | 69.6%+12.2pp |
| Annual return | -4.67% | 30.32%-35.0pp | 735.18%-739.8pp | 7.63%-12.3pp |
| Employer contribution / active EE | $1,086 | $3,350-67.6% | $5,298-79.5% | $2,381-54.4% |
| Participant deferral / active EE | $1,536 | $3,175-51.6% | $5,081-69.8% | $3,470-55.7% |
| Admin fee / account holder | $6,508 | $5,589+16.4% | $13,411-51.5% | $4,887+33.2% |