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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 | $34,996 | $75,962-53.9% | $154,108-77.3% | $64,173-45.5% |
| Participation rate | 83.6% | 70.4%+13.1pp | 83.0%+0.5pp | 69.6%+14.0pp |
| Annual return | -1.97% | 30.32%-32.3pp | 735.21%-737.2pp | 7.63%-9.6pp |
| Employer contribution / active EE | $2,686 | $3,350-19.8% | $5,298-49.3% | $2,381+12.8% |
| Participant deferral / active EE | $6,414 | $3,175+102.0% | $5,081+26.2% | $3,470+84.9% |
| Admin fee / account holder | $487 | $5,589-91.3% | $13,411-96.4% | $4,887-90.0% |