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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 | $22,438 | $75,962-70.5% | $154,111-85.4% | $64,173-65.0% |
| Participation rate | 88.9% | 70.4%+18.5pp | 83.0%+5.9pp | 69.6%+19.3pp |
| Annual return | -5.31% | 30.32%-35.6pp | 735.18%-740.5pp | 7.63%-12.9pp |
| Employer contribution / active EE | $1,877 | $3,350-44.0% | $5,298-64.6% | $2,381-21.2% |
| Participant deferral / active EE | $3,412 | $3,175+7.5% | $5,081-32.8% | $3,470-1.7% |
| Admin fee / account holder | $15,329 | $5,589+174.3% | $13,411+14.3% | $4,887+213.6% |