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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 | $30,722 | $75,959-59.6% | $154,114-80.1% | $64,181-52.1% |
| Participation rate | 91.4% | 70.4%+21.0pp | 83.0%+8.3pp | 69.6%+21.8pp |
| Annual return | -7.40% | 30.32%-37.7pp | 735.16%-742.6pp | 7.63%-15.0pp |
| Employer contribution / active EE | $3,138 | $3,350-6.3% | $5,298-40.8% | $2,381+31.8% |
| Participant deferral / active EE | $2,135 | $3,175-32.7% | $5,081-58.0% | $3,470-38.5% |
| Admin fee / account holder | $813 | $5,589-85.5% | $13,411-93.9% | $4,887-83.4% |