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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 | $44,182 | $52,519-15.9% | $155,789-71.6% | $59,633-25.9% |
| Participation rate | 80.8% | 61.7%+19.1pp | 76.1%+4.7pp | 68.7%+12.1pp |
| Annual return | -0.99% | 53.51%-54.5pp | 71.54%-72.5pp | 2041.40%-2042.4pp |
| Employer contribution / active EE | $1,130 | $1,589-28.9% | $3,839-70.6% | $2,203-48.7% |
| Participant deferral / active EE | $1,206 | $3,084-60.9% | $4,798-74.9% | $3,192-62.2% |
| Admin fee / account holder | $4,353 | $3,540+23.0% | $7,477-41.8% | $4,297+1.3% |