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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 | $72,995 | $197,819-63.1% | $155,789-53.1% | $125,389-41.8% |
| Participation rate | 78.6% | 82.1%-3.5pp | 76.1%+2.5pp | 83.2%-4.6pp |
| Annual return | -1.59% | 86.73%-88.3pp | 71.54%-73.1pp | 282.24%-283.8pp |
| Employer contribution / active EE | $596 | $4,850-87.7% | $3,839-84.5% | $4,866-87.7% |
| Participant deferral / active EE | $3,131 | $5,631-44.4% | $4,798-34.7% | $5,352-41.5% |
| Admin fee / account holder | $21,068 | $9,544+120.8% | $7,477+181.8% | $9,541+120.8% |