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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 | $34,638 | $49,177-29.6% | $79,476-56.4% | $64,181-46.0% |
| Participation rate | 96.9% | 65.0%+31.8pp | 73.3%+23.5pp | 69.6%+27.3pp |
| Annual return | -5.71% | -1.16%-4.5pp | 718.21%-723.9pp | 7.63%-13.3pp |
| Employer contribution / active EE | $1,587 | $2,076-23.6% | $2,800-43.3% | $2,381-33.3% |
| Participant deferral / active EE | $1,703 | $2,821-39.6% | $3,704-54.0% | $3,470-50.9% |
| Admin fee / account holder | $5,241 | $3,839+36.5% | $5,113+2.5% | $4,887+7.2% |