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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 | $30,930 | $75,962-59.3% | $154,108-79.9% | $64,173-51.8% |
| Participation rate | 100.0% | 70.4%+29.6pp | 83.0%+17.0pp | 69.6%+30.4pp |
| Annual return | -6.07% | 30.32%-36.4pp | 735.21%-741.3pp | 7.63%-13.7pp |
| Employer contribution / active EE | $2,483 | $3,350-25.9% | $5,298-53.1% | $2,381+4.3% |
| Participant deferral / active EE | $4,412 | $3,175+39.0% | $5,081-13.2% | $3,470+27.2% |
| Admin fee / account holder | $4,034 | $5,589-27.8% | $13,411-69.9% | $4,887-17.5% |