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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 | $33,693 | $57,352-41.3% | $83,831-59.8% | $64,173-47.5% |
| Participation rate | 75.6% | 68.6%+7.0pp | 76.1%-0.5pp | 69.6%+6.0pp |
| Annual return | -8.58% | 11.38%-20.0pp | 850.99%-859.6pp | 7.63%-16.2pp |
| Employer contribution / active EE | $2,690 | $2,546+5.7% | $3,631-25.9% | $2,381+13.0% |
| Participant deferral / active EE | $5,735 | $2,993+91.6% | $4,082+40.5% | $3,470+65.3% |
| Admin fee / account holder | $732 | $4,046-81.9% | $5,479-86.6% | $4,887-85.0% |