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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 | $70,561 | $75,832-7.0% | $147,618-52.2% | $59,633+18.3% |
| Participation rate | 73.5% | 71.6%+2.0pp | 84.6%-11.1pp | 68.7%+4.9pp |
| Annual return | -0.87% | 0.37%-1.2pp | 61.98%-62.8pp | 2041.40%-2042.3pp |
| Employer contribution / active EE | $1,618 | $3,485-53.6% | $5,565-70.9% | $2,203-26.5% |
| Participant deferral / active EE | $2,600 | $3,131-17.0% | $4,895-46.9% | $3,192-18.5% |
| Admin fee / account holder | $10,447 | $5,986+74.5% | $11,612-10.0% | $4,297+143.1% |