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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 | $103,151 | $72,404+42.5% | $110,243-6.4% | $64,173+60.7% |
| Participation rate | 72.4% | 73.3%-0.9pp | 79.8%-7.4pp | 69.6%+2.8pp |
| Annual return | -6.41% | -6.29%-0.1pp | 314.76%-321.2pp | 7.63%-14.0pp |
| Employer contribution / active EE | $1,092 | $2,282-52.1% | $3,827-71.5% | $2,381-54.1% |
| Participant deferral / active EE | $3,414 | $3,469-1.6% | $4,672-26.9% | $3,470-1.6% |
| Admin fee / account holder | $2,331 | $5,664-58.8% | $8,548-72.7% | $4,887-52.3% |