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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 | $17,762 | $75,962-76.6% | $154,108-88.5% | $64,173-72.3% |
| Participation rate | 74.5% | 70.4%+4.1pp | 83.0%-8.5pp | 69.6%+4.9pp |
| Annual return | -4.06% | 30.32%-34.4pp | 735.21%-739.3pp | 7.63%-11.7pp |
| Employer contribution / active EE | $1,326 | $3,350-60.4% | $5,298-75.0% | $2,381-44.3% |
| Participant deferral / active EE | $0 | $3,175-100.0% | $5,081-100.0% | $3,470-100.0% |
| Admin fee / account holder | $1,907 | $5,589-65.9% | $13,411-85.8% | $4,887-61.0% |