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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 | $53,935 | $75,962-29.0% | $154,108-65.0% | $64,173-16.0% |
| Participation rate | 86.1% | 70.4%+15.7pp | 83.0%+3.1pp | 69.6%+16.5pp |
| Annual return | -1.77% | 30.32%-32.1pp | 735.21%-737.0pp | 7.63%-9.4pp |
| Employer contribution / active EE | $2,516 | $3,350-24.9% | $5,298-52.5% | $2,381+5.7% |
| Participant deferral / active EE | $2,481 | $3,175-21.9% | $5,081-51.2% | $3,470-28.5% |
| Admin fee / account holder | $2,057 | $5,589-63.2% | $13,411-84.7% | $4,887-57.9% |