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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 | $43,878 | $49,177-10.8% | $79,467-44.8% | $64,173-31.6% |
| Participation rate | 97.0% | 65.0%+32.0pp | 73.3%+23.7pp | 69.6%+27.4pp |
| Annual return | -5.40% | -1.16%-4.2pp | 718.30%-723.7pp | 7.63%-13.0pp |
| Employer contribution / active EE | $2,379 | $2,076+14.6% | $2,800-15.1% | $2,381-0.1% |
| Participant deferral / active EE | $1,279 | $2,821-54.7% | $3,704-65.5% | $3,470-63.1% |
| Admin fee / account holder | $719 | $3,839-81.3% | $5,104-85.9% | $4,887-85.3% |