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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 | $41,217 | $75,959-45.7% | $154,114-73.3% | $64,181-35.8% |
| Participation rate | 88.9% | 70.4%+18.5pp | 83.0%+5.9pp | 69.6%+19.3pp |
| Annual return | -5.04% | 30.32%-35.4pp | 735.16%-740.2pp | 7.63%-12.7pp |
| Employer contribution / active EE | $2,726 | $3,350-18.6% | $5,298-48.5% | $2,381+14.5% |
| Participant deferral / active EE | $3,583 | $3,175+12.9% | $5,081-29.5% | $3,470+3.3% |
| Admin fee / account holder | $1,322 | $5,589-76.3% | $13,411-90.1% | $4,887-73.0% |