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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 | $69,194 | $47,977+44.2% | $154,111-55.1% | $56,287+22.9% |
| Participation rate | 97.1% | 66.2%+31.0pp | 83.0%+14.1pp | 69.9%+27.3pp |
| Annual return | -5.49% | 3.54%-9.0pp | 735.18%-740.7pp | -9.96%+4.5pp |
| Employer contribution / active EE | $1,937 | $2,169-10.7% | $5,298-63.4% | $2,111-8.2% |
| Participant deferral / active EE | $3,395 | $2,392+41.9% | $5,081-33.2% | $3,350+1.4% |
| Admin fee / account holder | $1,097 | $438+150.3% | $13,411-91.8% | $521+110.5% |