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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 | $20,750 | $75,959-72.7% | $154,114-86.5% | $64,181-67.7% |
| Participation rate | 94.3% | 70.4%+23.9pp | 83.0%+11.2pp | 69.6%+24.7pp |
| Annual return | -3.22% | 30.32%-33.5pp | 735.16%-738.4pp | 7.63%-10.9pp |
| Employer contribution / active EE | $595 | $3,350-82.2% | $5,298-88.8% | $2,381-75.0% |
| Participant deferral / active EE | $1,721 | $3,175-45.8% | $5,081-66.1% | $3,470-50.4% |
| Admin fee / account holder | $4,483 | $5,589-19.8% | $13,411-66.6% | $4,887-8.3% |