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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 | $77,477 | $75,962+2.0% | $154,111-49.7% | $64,173+20.7% |
| Participation rate | 84.1% | 70.4%+13.7pp | 83.0%+1.1pp | 69.6%+14.5pp |
| Annual return | -4.89% | 30.32%-35.2pp | 735.18%-740.1pp | 7.63%-12.5pp |
| Employer contribution / active EE | $1,957 | $3,350-41.6% | $5,298-63.1% | $2,381-17.8% |
| Participant deferral / active EE | $2,945 | $3,175-7.2% | $5,081-42.0% | $3,470-15.1% |
| Admin fee / account holder | $16,456 | $5,589+194.4% | $13,411+22.7% | $4,887+236.7% |