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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 | $19,663 | $75,962-74.1% | $154,108-87.2% | $64,173-69.4% |
| Participation rate | 86.1% | 70.4%+15.7pp | 83.0%+3.1pp | 69.6%+16.5pp |
| Annual return | -4.66% | 30.32%-35.0pp | 735.21%-739.9pp | 7.63%-12.3pp |
| Employer contribution / active EE | $895 | $3,350-73.3% | $5,298-83.1% | $2,381-62.4% |
| Participant deferral / active EE | $2,839 | $3,175-10.6% | $5,081-44.1% | $3,470-18.2% |
| Admin fee / account holder | $5,699 | $5,589+2.0% | $13,411-57.5% | $4,887+16.6% |