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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 | $58,904 | $75,962-22.5% | $154,108-61.8% | $64,173-8.2% |
| Participation rate | 78.4% | 70.4%+8.0pp | 83.0%-4.7pp | 69.6%+8.8pp |
| Annual return | -4.76% | 30.32%-35.1pp | 735.21%-740.0pp | 7.63%-12.4pp |
| Employer contribution / active EE | $1,670 | $3,350-50.2% | $5,298-68.5% | $2,381-29.9% |
| Participant deferral / active EE | $2,569 | $3,175-19.1% | $5,081-49.4% | $3,470-26.0% |
| Admin fee / account holder | $9,822 | $5,589+75.7% | $13,411-26.8% | $4,887+101.0% |