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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 | $33,050 | $75,962-56.5% | $154,108-78.6% | $64,173-48.5% |
| Participation rate | 100.0% | 70.4%+29.6pp | 83.0%+17.0pp | 69.6%+30.4pp |
| Annual return | -6.23% | 30.32%-36.5pp | 735.21%-741.4pp | 7.63%-13.9pp |
| Employer contribution / active EE | $846 | $3,350-74.7% | $5,298-84.0% | $2,381-64.5% |
| Participant deferral / active EE | $1,726 | $3,175-45.6% | $5,081-66.0% | $3,470-50.2% |
| Admin fee / account holder | $3,646 | $5,589-34.8% | $13,411-72.8% | $4,887-25.4% |