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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 | $19,518 | $75,962-74.3% | $154,108-87.3% | $64,173-69.6% |
| Participation rate | 100.0% | 70.4%+29.6pp | 83.0%+17.0pp | 69.6%+30.4pp |
| Annual return | -5.48% | 30.32%-35.8pp | 735.21%-740.7pp | 7.63%-13.1pp |
| Employer contribution / active EE | $1,830 | $3,350-45.4% | $5,298-65.5% | $2,381-23.1% |
| Participant deferral / active EE | $3,066 | $3,175-3.4% | $5,081-39.7% | $3,470-11.6% |
| Admin fee / account holder | $1,052 | $5,589-81.2% | $13,411-92.2% | $4,887-78.5% |