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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 | $18,062 | $46,360-61.0% | $147,617-87.8% | $52,331-65.5% |
| Participation rate | 90.1% | 64.9%+25.2pp | 84.6%+5.5pp | 68.1%+22.0pp |
| Annual return | -1.49% | 1.62%-3.1pp | 61.98%-63.5pp | 4.54%-6.0pp |
| Employer contribution / active EE | $3,131 | $2,126+47.3% | $5,564-43.7% | $1,882+66.4% |
| Participant deferral / active EE | $0 | $2,258-100.0% | $4,895-100.0% | $3,022-100.0% |
| Admin fee / account holder | $1,531 | $766+100.0% | $11,612-86.8% | $592+158.9% |