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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 | $27,713 | $75,962-63.5% | $154,108-82.0% | $64,173-56.8% |
| Participation rate | 90.2% | 70.4%+19.7pp | 83.0%+7.1pp | 69.6%+20.6pp |
| Annual return | -5.07% | 30.32%-35.4pp | 735.21%-740.3pp | 7.63%-12.7pp |
| Employer contribution / active EE | $641 | $3,350-80.9% | $5,298-87.9% | $2,381-73.1% |
| Participant deferral / active EE | $2,563 | $3,175-19.3% | $5,081-49.5% | $3,470-26.1% |
| Admin fee / account holder | $1,702 | $5,589-69.5% | $13,411-87.3% | $4,887-65.2% |