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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 | $13,497 | $75,962-82.2% | $154,111-91.2% | $64,173-79.0% |
| Participation rate | 95.0% | 70.4%+24.6pp | 83.0%+12.0pp | 69.6%+25.4pp |
| Annual return | -5.80% | 30.32%-36.1pp | 735.18%-741.0pp | 7.63%-13.4pp |
| Employer contribution / active EE | $940 | $3,350-71.9% | $5,298-82.3% | $2,381-60.5% |
| Participant deferral / active EE | $3,357 | $3,175+5.7% | $5,081-33.9% | $3,470-3.3% |
| Admin fee / account holder | $1,918 | $5,589-65.7% | $13,411-85.7% | $4,887-60.8% |