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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 | $17,153 | $75,962-77.4% | $154,108-88.9% | $64,173-73.3% |
| Participation rate | 96.2% | 70.4%+25.7pp | 83.0%+13.1pp | 69.6%+26.6pp |
| Annual return | -2.86% | 30.32%-33.2pp | 735.21%-738.1pp | 7.63%-10.5pp |
| Employer contribution / active EE | $898 | $3,350-73.2% | $5,298-83.1% | $2,381-62.3% |
| Participant deferral / active EE | $2,202 | $3,175-30.6% | $5,081-56.7% | $3,470-36.5% |
| Admin fee / account holder | $601 | $5,589-89.2% | $13,411-95.5% | $4,887-87.7% |