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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 | $21,074 | $75,962-72.3% | $154,111-86.3% | $64,173-67.2% |
| Participation rate | 96.6% | 70.4%+26.1pp | 83.0%+13.5pp | 69.6%+27.0pp |
| Annual return | -6.73% | 30.32%-37.1pp | 735.18%-741.9pp | 7.63%-14.4pp |
| Employer contribution / active EE | $2,246 | $3,350-32.9% | $5,298-57.6% | $2,381-5.6% |
| Participant deferral / active EE | $873 | $3,175-72.5% | $5,081-82.8% | $3,470-74.8% |
| Admin fee / account holder | $1,839 | $5,589-67.1% | $13,411-86.3% | $4,887-62.4% |