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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 | $29,970 | $75,962-60.5% | $154,108-80.6% | $64,173-53.3% |
| Participation rate | 80.0% | 70.4%+9.6pp | 83.0%-3.0pp | 69.6%+10.4pp |
| Annual return | -3.13% | 30.32%-33.5pp | 735.21%-738.3pp | 7.63%-10.8pp |
| Employer contribution / active EE | $1,729 | $3,350-48.4% | $5,298-67.4% | $2,381-27.4% |
| Participant deferral / active EE | $2,459 | $3,175-22.5% | $5,081-51.6% | $3,470-29.1% |
| Admin fee / account holder | $1,853 | $5,589-66.8% | $13,411-86.2% | $4,887-62.1% |