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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 | $24,212 | $75,959-68.1% | $154,114-84.3% | $64,181-62.3% |
| Participation rate | 97.7% | 70.4%+27.3pp | 83.0%+14.7pp | 69.6%+28.2pp |
| Annual return | -5.10% | 30.32%-35.4pp | 735.16%-740.3pp | 7.63%-12.7pp |
| Employer contribution / active EE | $1,532 | $3,350-54.3% | $5,298-71.1% | $2,381-35.7% |
| Participant deferral / active EE | $2,201 | $3,175-30.7% | $5,081-56.7% | $3,470-36.6% |
| Admin fee / account holder | $4,769 | $5,589-14.7% | $13,411-64.4% | $4,887-2.4% |