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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 | $28,883 | $75,962-62.0% | $154,111-81.3% | $64,173-55.0% |
| Participation rate | 85.7% | 70.4%+15.3pp | 83.0%+2.7pp | 69.6%+16.1pp |
| Annual return | -3.43% | 30.32%-33.8pp | 735.18%-738.6pp | 7.63%-11.1pp |
| Employer contribution / active EE | $2,412 | $3,350-28.0% | $5,298-54.5% | $2,381+1.3% |
| Participant deferral / active EE | $3,281 | $3,175+3.4% | $5,081-35.4% | $3,470-5.4% |
| Admin fee / account holder | $2,420 | $5,589-56.7% | $13,411-82.0% | $4,887-50.5% |