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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 | $17,428 | $100,805-82.7% | $86,698-79.9% | $134,532-87.0% |
| Participation rate | 95.8% | 79.0%+16.9pp | 76.6%+19.2pp | 81.2%+14.6pp |
| Annual return | -4.19% | 29.09%-33.3pp | 35.95%-40.1pp | 418.27%-422.5pp |
| Employer contribution / active EE | $1,250 | $3,490-64.2% | $2,837-55.9% | $4,741-73.6% |
| Participant deferral / active EE | $0 | $5,339-100.0% | $4,656-100.0% | $6,401-100.0% |
| Admin fee / account holder | $630 | $10,925-94.2% | $7,493-91.6% | $11,429-94.5% |