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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 | $19,951 | $78,694-74.6% | $67,653-70.5% | $125,388-84.1% |
| Participation rate | 91.7% | 78.8%+12.9pp | 75.7%+16.0pp | 83.2%+8.5pp |
| Annual return | -1.16% | 9.46%-10.6pp | 6625.22%-6626.4pp | 282.24%-283.4pp |
| Employer contribution / active EE | $1,264 | $3,044-58.5% | $2,266-44.2% | $4,866-74.0% |
| Participant deferral / active EE | $2,518 | $4,292-41.3% | $3,560-29.3% | $5,352-52.9% |
| Admin fee / account holder | $1,166 | $7,403-84.2% | $4,821-75.8% | $9,541-87.8% |