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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 | $16,582 | $75,962-78.2% | $154,108-89.2% | $64,173-74.2% |
| Participation rate | 90.2% | 70.4%+19.8pp | 83.0%+7.2pp | 69.6%+20.6pp |
| Annual return | -5.54% | 30.32%-35.9pp | 735.21%-740.7pp | 7.63%-13.2pp |
| Employer contribution / active EE | $2,546 | $3,350-24.0% | $5,298-51.9% | $2,381+7.0% |
| Participant deferral / active EE | $1,660 | $3,175-47.7% | $5,081-67.3% | $3,470-52.2% |
| Admin fee / account holder | $873 | $5,589-84.4% | $13,411-93.5% | $4,887-82.1% |