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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 | $25,080 | $75,962-67.0% | $154,108-83.7% | $64,173-60.9% |
| Participation rate | 94.4% | 70.4%+24.0pp | 83.0%+11.4pp | 69.6%+24.9pp |
| Annual return | -7.84% | 30.32%-38.2pp | 735.21%-743.0pp | 7.63%-15.5pp |
| Employer contribution / active EE | $1,696 | $3,350-49.4% | $5,298-68.0% | $2,381-28.8% |
| Participant deferral / active EE | $3,960 | $3,175+24.7% | $5,081-22.1% | $3,470+14.1% |
| Admin fee / account holder | $1,765 | $5,589-68.4% | $13,411-86.8% | $4,887-63.9% |