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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 | $22,351 | $75,962-70.6% | $154,111-85.5% | $64,173-65.2% |
| Participation rate | 90.4% | 70.4%+20.0pp | 83.0%+7.3pp | 69.6%+20.8pp |
| Annual return | -5.54% | 30.32%-35.9pp | 735.18%-740.7pp | 7.63%-13.2pp |
| Employer contribution / active EE | $537 | $3,350-84.0% | $5,298-89.9% | $2,381-77.4% |
| Participant deferral / active EE | $875 | $3,175-72.4% | $5,081-82.8% | $3,470-74.8% |
| Admin fee / account holder | $644 | $5,589-88.5% | $13,411-95.2% | $4,887-86.8% |