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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 | $21,975 | $75,962-71.1% | $154,111-85.7% | $64,173-65.8% |
| Participation rate | 95.5% | 70.4%+25.1pp | 83.0%+12.5pp | 69.6%+26.0pp |
| Annual return | -6.31% | 30.32%-36.6pp | 735.18%-741.5pp | 7.63%-13.9pp |
| Employer contribution / active EE | $1,898 | $3,350-43.3% | $5,298-64.2% | $2,381-20.3% |
| Participant deferral / active EE | $3,778 | $3,175+19.0% | $5,081-25.6% | $3,470+8.9% |
| Admin fee / account holder | $3,823 | $5,589-31.6% | $13,411-71.5% | $4,887-21.8% |