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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 | $36,973 | $75,962-51.3% | $154,108-76.0% | $64,173-42.4% |
| Participation rate | 92.3% | 70.4%+21.9pp | 83.0%+9.3pp | 69.6%+22.7pp |
| Annual return | -6.85% | 30.32%-37.2pp | 735.21%-742.1pp | 7.63%-14.5pp |
| Employer contribution / active EE | $472 | $3,350-85.9% | $5,298-91.1% | $2,381-80.2% |
| Participant deferral / active EE | $5,370 | $3,175+69.1% | $5,081+5.7% | $3,470+54.8% |
| Admin fee / account holder | $1,241 | $5,589-77.8% | $13,411-90.8% | $4,887-74.6% |