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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 | $17,315 | $75,962-77.2% | $154,108-88.8% | $64,173-73.0% |
| Participation rate | 100.0% | 70.4%+29.6pp | 83.0%+17.0pp | 69.6%+30.4pp |
| Annual return | -4.77% | 30.32%-35.1pp | 735.21%-740.0pp | 7.63%-12.4pp |
| Employer contribution / active EE | $392 | $3,350-88.3% | $5,298-92.6% | $2,381-83.5% |
| Participant deferral / active EE | $1,393 | $3,175-56.1% | $5,081-72.6% | $3,470-59.9% |
| Admin fee / account holder | $1,063 | $5,589-81.0% | $13,411-92.1% | $4,887-78.2% |