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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 | $26,569 | $75,959-65.0% | $154,114-82.8% | $64,181-58.6% |
| Participation rate | 79.5% | 70.4%+9.1pp | 83.0%-3.6pp | 69.6%+9.9pp |
| Annual return | -3.82% | 30.32%-34.1pp | 735.16%-739.0pp | 7.63%-11.4pp |
| Employer contribution / active EE | $2,145 | $3,350-36.0% | $5,298-59.5% | $2,381-9.9% |
| Participant deferral / active EE | $4,868 | $3,175+53.4% | $5,081-4.2% | $3,470+40.3% |
| Admin fee / account holder | $351 | $5,589-93.7% | $13,411-97.4% | $4,887-92.8% |