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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 | $54,107 | $75,962-28.8% | $154,108-64.9% | $64,173-15.7% |
| Participation rate | 83.9% | 70.4%+13.5pp | 83.0%+0.8pp | 69.6%+14.3pp |
| Annual return | -3.66% | 30.32%-34.0pp | 735.21%-738.9pp | 7.63%-11.3pp |
| Employer contribution / active EE | $1,855 | $3,350-44.6% | $5,298-65.0% | $2,381-22.1% |
| Participant deferral / active EE | $3,614 | $3,175+13.8% | $5,081-28.9% | $3,470+4.2% |
| Admin fee / account holder | $17,979 | $5,589+221.7% | $13,411+34.1% | $4,887+267.9% |