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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 | $15,379 | $75,962-79.8% | $154,108-90.0% | $64,173-76.0% |
| Participation rate | 74.1% | 70.4%+3.7pp | 83.0%-8.9pp | 69.6%+4.6pp |
| Annual return | -5.54% | 30.32%-35.9pp | 735.21%-740.7pp | 7.63%-13.2pp |
| Employer contribution / active EE | $740 | $3,350-77.9% | $5,298-86.0% | $2,381-68.9% |
| Participant deferral / active EE | $3,405 | $3,175+7.3% | $5,081-33.0% | $3,470-1.9% |
| Admin fee / account holder | $5,945 | $5,589+6.4% | $13,411-55.7% | $4,887+21.6% |