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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 | $47,444 | $75,832-37.4% | $147,617-67.9% | $59,633-20.4% |
| Participation rate | 72.0% | 71.6%+0.4pp | 84.6%-12.6pp | 68.7%+3.3pp |
| Annual return | -1.61% | 0.37%-2.0pp | 61.98%-63.6pp | 2041.45%-2043.1pp |
| Employer contribution / active EE | $2,382 | $3,485-31.7% | $5,564-57.2% | $2,203+8.1% |
| Participant deferral / active EE | $4,276 | $3,131+36.6% | $4,895-12.7% | $3,192+34.0% |
| Admin fee / account holder | $2,591 | $5,986-56.7% | $11,612-77.7% | $4,297-39.7% |