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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 | $43,948 | $75,959-42.1% | $154,114-71.5% | $64,181-31.5% |
| Participation rate | 96.8% | 70.4%+26.4pp | 83.0%+13.7pp | 69.6%+27.2pp |
| Annual return | -5.96% | 30.32%-36.3pp | 735.16%-741.1pp | 7.63%-13.6pp |
| Employer contribution / active EE | $3,007 | $3,350-10.2% | $5,298-43.2% | $2,381+26.3% |
| Participant deferral / active EE | $3,909 | $3,175+23.1% | $5,081-23.1% | $3,470+12.7% |
| Admin fee / account holder | $443 | $5,589-92.1% | $13,411-96.7% | $4,887-90.9% |