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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 | $25,399 | $75,962-66.6% | $154,108-83.5% | $64,173-60.4% |
| Participation rate | 100.0% | 70.4%+29.6pp | 83.0%+17.0pp | 69.6%+30.4pp |
| Annual return | -6.42% | 30.32%-36.7pp | 735.21%-741.6pp | 7.63%-14.1pp |
| Employer contribution / active EE | $1,396 | $3,350-58.3% | $5,298-73.7% | $2,381-41.4% |
| Participant deferral / active EE | $2,669 | $3,175-15.9% | $5,081-47.5% | $3,470-23.1% |
| Admin fee / account holder | $1,853 | $5,589-66.8% | $13,411-86.2% | $4,887-62.1% |