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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 | $16,584 | $75,962-78.2% | $154,108-89.2% | $64,173-74.2% |
| Participation rate | 82.5% | 70.4%+12.0pp | 83.0%-0.6pp | 69.6%+12.9pp |
| Annual return | -7.37% | 30.32%-37.7pp | 735.21%-742.6pp | 7.63%-15.0pp |
| Employer contribution / active EE | $1,648 | $3,350-50.8% | $5,298-68.9% | $2,381-30.8% |
| Participant deferral / active EE | $3,285 | $3,175+3.5% | $5,081-35.4% | $3,470-5.3% |
| Admin fee / account holder | $1,010 | $5,589-81.9% | $13,411-92.5% | $4,887-79.3% |