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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 | $60,107 | $75,962-20.9% | $154,111-61.0% | $64,173-6.3% |
| Participation rate | 93.3% | 70.4%+22.9pp | 83.0%+10.3pp | 69.6%+23.8pp |
| Annual return | -7.13% | 30.32%-37.5pp | 735.18%-742.3pp | 7.63%-14.8pp |
| Employer contribution / active EE | $1,897 | $3,350-43.4% | $5,298-64.2% | $2,381-20.3% |
| Participant deferral / active EE | $2,743 | $3,175-13.6% | $5,081-46.0% | $3,470-21.0% |
| Admin fee / account holder | $1,364 | $5,589-75.6% | $13,411-89.8% | $4,887-72.1% |