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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 | $32,742 | $57,352-42.9% | $83,831-60.9% | $64,173-49.0% |
| Participation rate | 91.7% | 68.6%+23.1pp | 76.1%+15.5pp | 69.6%+22.1pp |
| Annual return | -7.73% | 11.38%-19.1pp | 850.99%-858.7pp | 7.63%-15.4pp |
| Employer contribution / active EE | $3,523 | $2,546+38.4% | $3,631-3.0% | $2,381+48.0% |
| Participant deferral / active EE | $5,180 | $2,993+73.1% | $4,082+26.9% | $3,470+49.3% |
| Admin fee / account holder | $2,912 | $4,046-28.0% | $5,479-46.8% | $4,887-40.4% |