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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 | $30,136 | $75,962-60.3% | $154,111-80.4% | $64,173-53.0% |
| Participation rate | 75.9% | 70.4%+5.4pp | 83.0%-7.2pp | 69.6%+6.3pp |
| Annual return | -6.54% | 30.32%-36.9pp | 735.18%-741.7pp | 7.63%-14.2pp |
| Employer contribution / active EE | $3,397 | $3,350+1.4% | $5,298-35.9% | $2,381+42.7% |
| Participant deferral / active EE | $8,559 | $3,175+169.6% | $5,081+68.5% | $3,470+146.7% |
| Admin fee / account holder | $543 | $5,589-90.3% | $13,411-96.0% | $4,887-88.9% |