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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 | $55,441 | $49,177+12.7% | $79,467-30.2% | $64,173-13.6% |
| Participation rate | 90.3% | 65.0%+25.3pp | 73.3%+17.0pp | 69.6%+20.8pp |
| Annual return | -4.21% | -1.16%-3.1pp | 718.30%-722.5pp | 7.63%-11.8pp |
| Employer contribution / active EE | $1,970 | $2,076-5.1% | $2,800-29.7% | $2,381-17.3% |
| Participant deferral / active EE | $7,056 | $2,821+150.1% | $3,704+90.5% | $3,470+103.4% |
| Admin fee / account holder | $9,715 | $3,839+153.1% | $5,104+90.3% | $4,887+98.8% |