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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 | $69,168 | $75,962-8.9% | $154,111-55.1% | $64,173+7.8% |
| Participation rate | 73.1% | 70.4%+2.7pp | 83.0%-10.0pp | 69.6%+3.5pp |
| Annual return | -4.68% | 30.32%-35.0pp | 735.18%-739.9pp | 7.63%-12.3pp |
| Employer contribution / active EE | $625 | $3,350-81.3% | $5,298-88.2% | $2,381-73.7% |
| Participant deferral / active EE | $945 | $3,175-70.2% | $5,081-81.4% | $3,470-72.8% |
| Admin fee / account holder | $5,945 | $5,589+6.4% | $13,411-55.7% | $4,887+21.6% |