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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 | $34,272 | $75,959-54.9% | $154,114-77.8% | $64,181-46.6% |
| Participation rate | 97.6% | 70.4%+27.1pp | 83.0%+14.5pp | 69.6%+28.0pp |
| Annual return | -4.88% | 30.32%-35.2pp | 735.16%-740.0pp | 7.63%-12.5pp |
| Employer contribution / active EE | $878 | $3,350-73.8% | $5,298-83.4% | $2,381-63.1% |
| Participant deferral / active EE | $3,075 | $3,175-3.1% | $5,081-39.5% | $3,470-11.4% |
| Admin fee / account holder | $8,241 | $5,589+47.5% | $13,411-38.5% | $4,887+68.6% |