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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 | $58,166 | $75,832-23.3% | $147,618-60.6% | $59,633-2.5% |
| Participation rate | 80.0% | 71.6%+8.4pp | 84.6%-4.6pp | 68.7%+11.3pp |
| Annual return | -2.67% | 0.37%-3.0pp | 61.98%-64.7pp | 2041.40%-2044.1pp |
| Employer contribution / active EE | $1,586 | $3,485-54.5% | $5,565-71.5% | $2,203-28.0% |
| Participant deferral / active EE | $2,877 | $3,131-8.1% | $4,895-41.2% | $3,192-9.9% |
| Admin fee / account holder | $9,957 | $5,986+66.3% | $11,612-14.3% | $4,297+131.7% |