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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 | $41,972 | $75,962-44.7% | $154,111-72.8% | $64,173-34.6% |
| Participation rate | 94.4% | 70.4%+24.0pp | 83.0%+11.4pp | 69.6%+24.9pp |
| Annual return | -6.24% | 30.32%-36.6pp | 735.18%-741.4pp | 7.63%-13.9pp |
| Employer contribution / active EE | $2,010 | $3,350-40.0% | $5,298-62.1% | $2,381-15.6% |
| Participant deferral / active EE | $3,443 | $3,175+8.4% | $5,081-32.2% | $3,470-0.8% |
| Admin fee / account holder | $1,471 | $5,589-73.7% | $13,411-89.0% | $4,887-69.9% |