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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 | $14,400 | $75,959-81.0% | $154,114-90.7% | $64,181-77.6% |
| Participation rate | 100.0% | 70.4%+29.6pp | 83.0%+17.0pp | 69.6%+30.4pp |
| Annual return | -3.19% | 30.32%-33.5pp | 735.16%-738.4pp | 7.63%-10.8pp |
| Employer contribution / active EE | $564 | $3,350-83.2% | $5,298-89.4% | $2,381-76.3% |
| Participant deferral / active EE | $1,709 | $3,175-46.2% | $5,081-66.4% | $3,470-50.7% |
| Admin fee / account holder | $1,575 | $5,589-71.8% | $13,411-88.3% | $4,887-67.8% |