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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 | $23,015 | $75,962-69.7% | $154,108-85.1% | $64,173-64.1% |
| Participation rate | 96.7% | 70.4%+26.3pp | 83.0%+13.7pp | 69.6%+27.2pp |
| Annual return | -2.96% | 30.32%-33.3pp | 735.21%-738.2pp | 7.63%-10.6pp |
| Employer contribution / active EE | $1,588 | $3,350-52.6% | $5,298-70.0% | $2,381-33.3% |
| Participant deferral / active EE | $2,828 | $3,175-10.9% | $5,081-44.3% | $3,470-18.5% |
| Admin fee / account holder | $3,695 | $5,589-33.9% | $13,411-72.4% | $4,887-24.4% |