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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 | $20,055 | $45,152-55.6% | $73,836-72.8% | $59,633-66.4% |
| Participation rate | 81.8% | 64.0%+17.8pp | 73.4%+8.4pp | 68.7%+13.1pp |
| Annual return | -1.76% | 27.40%-29.2pp | 2268.06%-2269.8pp | 2041.45%-2043.2pp |
| Employer contribution / active EE | $817 | $1,901-57.0% | $2,787-70.7% | $2,203-62.9% |
| Participant deferral / active EE | $1,111 | $2,573-56.8% | $3,583-69.0% | $3,192-65.2% |
| Admin fee / account holder | $928 | $3,515-73.6% | $4,882-81.0% | $4,297-78.4% |