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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 | $41,290 | $75,962-45.6% | $154,108-73.2% | $64,173-35.7% |
| Participation rate | 96.3% | 70.4%+25.9pp | 83.0%+13.3pp | 69.6%+26.7pp |
| Annual return | -5.76% | 30.32%-36.1pp | 735.21%-741.0pp | 7.63%-13.4pp |
| Employer contribution / active EE | $4,430 | $3,350+32.2% | $5,298-16.4% | $2,381+86.1% |
| Participant deferral / active EE | $4,302 | $3,175+35.5% | $5,081-15.3% | $3,470+24.0% |
| Admin fee / account holder | $803 | $5,589-85.6% | $13,411-94.0% | $4,887-83.6% |