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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 | $26,720 | $76,000-64.8% | $154,111-82.7% | $64,186-58.4% |
| Participation rate | 90.0% | 70.4%+19.6pp | 83.0%+7.0pp | 69.6%+20.4pp |
| Annual return | -7.92% | 30.32%-38.2pp | 735.15%-743.1pp | 7.63%-15.6pp |
| Employer contribution / active EE | $1,584 | $3,351-52.7% | $5,298-70.1% | $2,381-33.5% |
| Participant deferral / active EE | $2,215 | $3,175-30.2% | $5,081-56.4% | $3,470-36.2% |
| Admin fee / account holder | $550 | $5,596-90.2% | $13,411-95.9% | $4,888-88.8% |