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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 | $29,547 | $67,352-56.1% | $60,899-51.5% | $134,509-78.0% |
| Participation rate | 90.9% | 76.2%+14.7pp | 73.1%+17.8pp | 81.2%+9.7pp |
| Annual return | -0.42% | 49.99%-50.4pp | 16.92%-17.3pp | 418.13%-418.6pp |
| Employer contribution / active EE | $2,476 | $3,098-20.1% | $2,702-8.4% | $4,741-47.8% |
| Participant deferral / active EE | $3,521 | $4,539-22.4% | $3,817-7.8% | $6,400-45.0% |
| Admin fee / account holder | $1,302 | $4,585-71.6% | $3,225-59.6% | $11,427-88.6% |