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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 | $67,979 | $88,603-23.3% | $69,890-2.7% | $134,545-49.5% |
| Participation rate | 88.2% | 74.9%+13.3pp | 70.5%+17.8pp | 81.2%+7.0pp |
| Annual return | -7.17% | 442.93%-450.1pp | 190.84%-198.0pp | 418.37%-425.5pp |
| Employer contribution / active EE | $522 | $3,236-83.9% | $2,560-79.6% | $4,742-89.0% |
| Participant deferral / active EE | $2,264 | $4,771-52.5% | $3,848-41.2% | $6,401-64.6% |
| Admin fee / account holder | $8,180 | $10,443-21.7% | $6,267+30.5% | $11,431-28.4% |