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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 | $60,349 | $72,404-16.6% | $110,243-45.3% | $64,173-6.0% |
| Participation rate | 85.7% | 73.3%+12.4pp | 79.8%+5.9pp | 69.6%+16.1pp |
| Annual return | -6.46% | -6.29%-0.2pp | 314.76%-321.2pp | 7.63%-14.1pp |
| Employer contribution / active EE | $1,524 | $2,282-33.2% | $3,827-60.2% | $2,381-36.0% |
| Participant deferral / active EE | $2,766 | $3,469-20.3% | $4,672-40.8% | $3,470-20.3% |
| Admin fee / account holder | $410 | $5,664-92.8% | $8,548-95.2% | $4,887-91.6% |