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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 | $34,454 | $75,962-54.6% | $154,111-77.6% | $64,173-46.3% |
| Participation rate | 80.0% | 70.4%+9.6pp | 83.0%-3.0pp | 69.6%+10.4pp |
| Annual return | -3.86% | 30.32%-34.2pp | 735.18%-739.0pp | 7.63%-11.5pp |
| Employer contribution / active EE | $503 | $3,350-85.0% | $5,298-90.5% | $2,381-78.9% |
| Participant deferral / active EE | $1,897 | $3,175-40.2% | $5,081-62.7% | $3,470-45.3% |
| Admin fee / account holder | $4,157 | $5,589-25.6% | $13,411-69.0% | $4,887-14.9% |