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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 | $17,491 | $75,962-77.0% | $154,111-88.7% | $64,173-72.7% |
| Participation rate | 79.3% | 70.4%+8.9pp | 83.0%-3.7pp | 69.6%+9.7pp |
| Annual return | -3.52% | 30.32%-33.8pp | 735.18%-738.7pp | 7.63%-11.2pp |
| Employer contribution / active EE | $3,658 | $3,350+9.2% | $5,298-31.0% | $2,381+53.6% |
| Participant deferral / active EE | $0 | $3,175-100.0% | $5,081-100.0% | $3,470-100.0% |
| Admin fee / account holder | $356 | $5,589-93.6% | $13,411-97.3% | $4,887-92.7% |