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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 | $19,434 | $75,962-74.4% | $154,108-87.4% | $64,173-69.7% |
| Participation rate | 89.7% | 70.4%+19.3pp | 83.0%+6.7pp | 69.6%+20.2pp |
| Annual return | -7.48% | 30.32%-37.8pp | 735.21%-742.7pp | 7.63%-15.1pp |
| Employer contribution / active EE | $695 | $3,350-79.2% | $5,298-86.9% | $2,381-70.8% |
| Participant deferral / active EE | $3,503 | $3,175+10.3% | $5,081-31.1% | $3,470+1.0% |
| Admin fee / account holder | $2,009 | $5,589-64.1% | $13,411-85.0% | $4,887-58.9% |