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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 | $20,887 | $75,962-72.5% | $154,108-86.4% | $64,173-67.5% |
| Participation rate | 95.7% | 70.4%+25.3pp | 83.0%+12.7pp | 69.6%+26.2pp |
| Annual return | -5.93% | 30.32%-36.3pp | 735.21%-741.1pp | 7.63%-13.6pp |
| Employer contribution / active EE | $2,146 | $3,350-35.9% | $5,298-59.5% | $2,381-9.9% |
| Participant deferral / active EE | $0 | $3,175-100.0% | $5,081-100.0% | $3,470-100.0% |
| Admin fee / account holder | $3,801 | $5,589-32.0% | $13,411-71.7% | $4,887-22.2% |