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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 | $56,997 | $75,962-25.0% | $154,108-63.0% | $64,173-11.2% |
| Participation rate | 93.5% | 70.4%+23.1pp | 83.0%+10.4pp | 69.6%+23.9pp |
| Annual return | -3.21% | 30.32%-33.5pp | 735.21%-738.4pp | 7.63%-10.8pp |
| Employer contribution / active EE | $543 | $3,350-83.8% | $5,298-89.7% | $2,381-77.2% |
| Participant deferral / active EE | $2,892 | $3,175-8.9% | $5,081-43.1% | $3,470-16.7% |
| Admin fee / account holder | $5,429 | $5,589-2.9% | $13,411-59.5% | $4,887+11.1% |