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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 | $29,586 | $75,962-61.1% | $154,108-80.8% | $64,173-53.9% |
| Participation rate | 96.8% | 70.4%+26.4pp | 83.0%+13.8pp | 69.6%+27.2pp |
| Annual return | -3.92% | 30.32%-34.2pp | 735.21%-739.1pp | 7.63%-11.6pp |
| Employer contribution / active EE | $1,777 | $3,350-47.0% | $5,298-66.5% | $2,381-25.4% |
| Participant deferral / active EE | $3,114 | $3,175-1.9% | $5,081-38.7% | $3,470-10.3% |
| Admin fee / account holder | $3,981 | $5,589-28.8% | $13,411-70.3% | $4,887-18.5% |