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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 | $34,518 | $75,962-54.6% | $154,108-77.6% | $64,173-46.2% |
| Participation rate | 80.0% | 70.4%+9.6pp | 83.0%-3.0pp | 69.6%+10.4pp |
| Annual return | -1.54% | 30.32%-31.9pp | 735.21%-736.7pp | 7.63%-9.2pp |
| Employer contribution / active EE | $1,020 | $3,350-69.6% | $5,298-80.7% | $2,381-57.2% |
| Participant deferral / active EE | $2,096 | $3,175-34.0% | $5,081-58.7% | $3,470-39.6% |
| Admin fee / account holder | $2,817 | $5,589-49.6% | $13,411-79.0% | $4,887-42.4% |