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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 | $15,470 | $75,962-79.6% | $154,108-90.0% | $64,173-75.9% |
| Participation rate | 100.0% | 70.4%+29.6pp | 83.0%+17.0pp | 69.6%+30.4pp |
| Annual return | -3.42% | 30.32%-33.7pp | 735.21%-738.6pp | 7.63%-11.1pp |
| Employer contribution / active EE | $1,557 | $3,350-53.5% | $5,298-70.6% | $2,381-34.6% |
| Participant deferral / active EE | $879 | $3,175-72.3% | $5,081-82.7% | $3,470-74.7% |
| Admin fee / account holder | $3,179 | $5,589-43.1% | $13,411-76.3% | $4,887-35.0% |