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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 | $70,124 | $78,694-10.9% | $67,652+3.7% | $125,389-44.1% |
| Participation rate | 83.3% | 78.8%+4.5pp | 75.7%+7.7pp | 83.2%+0.1pp |
| Annual return | -2.52% | 9.46%-12.0pp | 6625.40%-6627.9pp | 282.24%-284.8pp |
| Employer contribution / active EE | $1,235 | $3,044-59.4% | $2,266-45.5% | $4,866-74.6% |
| Participant deferral / active EE | $2,954 | $4,292-31.2% | $3,560-17.0% | $5,352-44.8% |
| Admin fee / account holder | $4,176 | $7,403-43.6% | $4,821-13.4% | $9,541-56.2% |