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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 | $21,947 | $67,372-67.4% | $60,906-64.0% | $134,532-83.7% |
| Participation rate | 83.3% | 76.2%+7.2pp | 73.1%+10.2pp | 81.2%+2.1pp |
| Annual return | -18.17% | 50.05%-68.2pp | 16.94%-35.1pp | 418.27%-436.4pp |
| Employer contribution / active EE | $700 | $3,099-77.4% | $2,703-74.1% | $4,741-85.2% |
| Participant deferral / active EE | $3,464 | $4,532-23.6% | $3,814-9.2% | $6,401-45.9% |
| Admin fee / account holder | $1,114 | $4,588-75.7% | $3,227-65.5% | $11,429-90.3% |