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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 | $28,430 | $75,962-62.6% | $154,108-81.6% | $64,173-55.7% |
| Participation rate | 96.9% | 70.4%+26.5pp | 83.0%+13.8pp | 69.6%+27.3pp |
| Annual return | -1.02% | 30.32%-31.3pp | 735.21%-736.2pp | 7.63%-8.7pp |
| Employer contribution / active EE | $1,333 | $3,350-60.2% | $5,298-74.8% | $2,381-44.0% |
| Participant deferral / active EE | $3,350 | $3,175+5.5% | $5,081-34.1% | $3,470-3.5% |
| Admin fee / account holder | $4,335 | $5,589-22.4% | $13,411-67.7% | $4,887-11.3% |