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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 | $16,163 | $75,962-78.7% | $154,108-89.5% | $64,173-74.8% |
| Participation rate | 100.0% | 70.4%+29.6pp | 83.0%+17.0pp | 69.6%+30.4pp |
| Annual return | -7.82% | 30.32%-38.1pp | 735.21%-743.0pp | 7.63%-15.4pp |
| Employer contribution / active EE | $2,014 | $3,350-39.9% | $5,298-62.0% | $2,381-15.4% |
| Participant deferral / active EE | $1,263 | $3,175-60.2% | $5,081-75.1% | $3,470-63.6% |
| Admin fee / account holder | $664 | $5,589-88.1% | $13,411-95.0% | $4,887-86.4% |