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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 | $52,313 | $90,320-42.1% | $59,496-12.1% | $125,389-58.3% |
| Participation rate | 90.0% | 68.3%+21.7pp | 54.6%+35.4pp | 83.2%+6.8pp |
| Annual return | -0.92% | 369.13%-370.0pp | 182.05%-183.0pp | 282.24%-283.2pp |
| Employer contribution / active EE | $2,745 | $1,792+53.2% | $1,153+138.1% | $4,866-43.6% |
| Participant deferral / active EE | $2,425 | $2,716-10.7% | $1,829+32.6% | $5,352-54.7% |
| Admin fee / account holder | $1,710 | $3,063-44.2% | $2,232-23.4% | $9,541-82.1% |