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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 | $34,630 | $75,959-54.4% | $154,114-77.5% | $64,181-46.0% |
| Participation rate | 92.3% | 70.4%+21.9pp | 83.0%+9.3pp | 69.6%+22.7pp |
| Annual return | -3.99% | 30.32%-34.3pp | 735.16%-739.2pp | 7.63%-11.6pp |
| Employer contribution / active EE | $4,071 | $3,350+21.5% | $5,298-23.2% | $2,381+71.0% |
| Participant deferral / active EE | $936 | $3,175-70.5% | $5,081-81.6% | $3,470-73.0% |
| Admin fee / account holder | $10,855 | $5,589+94.2% | $13,411-19.1% | $4,887+122.1% |