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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 | $59,970 | $75,959-21.0% | $154,114-61.1% | $64,181-6.6% |
| Participation rate | 78.1% | 70.4%+7.7pp | 83.0%-4.9pp | 69.6%+8.6pp |
| Annual return | -6.44% | 30.32%-36.8pp | 735.16%-741.6pp | 7.63%-14.1pp |
| Employer contribution / active EE | $1,556 | $3,350-53.6% | $5,298-70.6% | $2,381-34.7% |
| Participant deferral / active EE | $2,575 | $3,175-18.9% | $5,081-49.3% | $3,470-25.8% |
| Admin fee / account holder | $3,059 | $5,589-45.3% | $13,411-77.2% | $4,887-37.4% |