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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 | $17,755 | $75,962-76.6% | $154,108-88.5% | $64,173-72.3% |
| Participation rate | 98.5% | 70.4%+28.1pp | 83.0%+15.4pp | 69.6%+28.9pp |
| Annual return | -3.05% | 30.32%-33.4pp | 735.21%-738.3pp | 7.63%-10.7pp |
| Employer contribution / active EE | $1,384 | $3,350-58.7% | $5,298-73.9% | $2,381-41.9% |
| Participant deferral / active EE | $1,314 | $3,175-58.6% | $5,081-74.1% | $3,470-62.1% |
| Admin fee / account holder | $14,011 | $5,589+150.7% | $13,411+4.5% | $4,887+186.7% |