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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 | $22,055 | $75,962-71.0% | $154,108-85.7% | $64,173-65.6% |
| Participation rate | 96.3% | 70.4%+25.9pp | 83.0%+13.3pp | 69.6%+26.7pp |
| Annual return | -5.53% | 30.32%-35.9pp | 735.21%-740.7pp | 7.63%-13.2pp |
| Employer contribution / active EE | $2,622 | $3,350-21.7% | $5,298-50.5% | $2,381+10.1% |
| Participant deferral / active EE | $2,423 | $3,175-23.7% | $5,081-52.3% | $3,470-30.2% |
| Admin fee / account holder | $2,972 | $5,589-46.8% | $13,411-77.8% | $4,887-39.2% |