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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 | $33,324 | $75,962-56.1% | $154,108-78.4% | $64,173-48.1% |
| Participation rate | 92.3% | 70.4%+21.9pp | 83.0%+9.3pp | 69.6%+22.7pp |
| Annual return | -3.69% | 30.32%-34.0pp | 735.21%-738.9pp | 7.63%-11.3pp |
| Employer contribution / active EE | $2,914 | $3,350-13.0% | $5,298-45.0% | $2,381+22.4% |
| Participant deferral / active EE | $2,762 | $3,175-13.0% | $5,081-45.6% | $3,470-20.4% |
| Admin fee / account holder | $2,863 | $5,589-48.8% | $13,411-78.6% | $4,887-41.4% |