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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 | $67,935 | $82,630-17.8% | $64,105+6.0% | $125,389-45.8% |
| Participation rate | 75.0% | 75.9%-0.9pp | 68.2%+6.8pp | 83.2%-8.2pp |
| Annual return | -0.05% | 1489.72%-1489.8pp | 791.24%-791.3pp | 282.24%-282.3pp |
| Employer contribution / active EE | $1,018 | $2,671-61.9% | $1,820-44.0% | $4,866-79.1% |
| Participant deferral / active EE | $1,702 | $3,608-52.8% | $2,822-39.7% | $5,352-68.2% |
| Admin fee / account holder | $4,409 | $6,382-30.9% | $4,499-2.0% | $9,541-53.8% |