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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 | $27,762 | $75,962-63.5% | $154,108-82.0% | $64,173-56.7% |
| Participation rate | 97.1% | 70.4%+26.7pp | 83.0%+14.1pp | 69.6%+27.6pp |
| Annual return | -1.64% | 30.32%-32.0pp | 735.21%-736.8pp | 7.63%-9.3pp |
| Employer contribution / active EE | $1,363 | $3,350-59.3% | $5,298-74.3% | $2,381-42.8% |
| Participant deferral / active EE | $2,651 | $3,175-16.5% | $5,081-47.8% | $3,470-23.6% |
| Admin fee / account holder | $15,922 | $5,589+184.9% | $13,411+18.7% | $4,887+225.8% |