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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 | $24,601 | $75,962-67.6% | $154,108-84.0% | $64,173-61.7% |
| Participation rate | 93.6% | 70.4%+23.2pp | 83.0%+10.6pp | 69.6%+24.0pp |
| Annual return | -5.61% | 30.32%-35.9pp | 735.21%-740.8pp | 7.63%-13.2pp |
| Employer contribution / active EE | $1,875 | $3,350-44.0% | $5,298-64.6% | $2,381-21.3% |
| Participant deferral / active EE | $0 | $3,175-100.0% | $5,081-100.0% | $3,470-100.0% |
| Admin fee / account holder | $761 | $5,589-86.4% | $13,411-94.3% | $4,887-84.4% |