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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 | $67,149 | $95,979-30.0% | $74,551-9.9% | $135,380-50.4% |
| Participation rate | 88.9% | 75.7%+13.2pp | 69.1%+19.7pp | 82.6%+6.2pp |
| Annual return | -7.02% | 56.97%-64.0pp | 32.53%-39.6pp | 519.81%-526.8pp |
| Employer contribution / active EE | $1,052 | $2,716-61.3% | $1,961-46.3% | $4,779-78.0% |
| Participant deferral / active EE | $2,663 | $3,844-30.7% | $3,108-14.3% | $5,609-52.5% |
| Admin fee / account holder | $908 | $6,522-86.1% | $5,059-82.0% | $10,828-91.6% |