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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 | $18,384 | $75,962-75.8% | $154,111-88.1% | $64,173-71.4% |
| Participation rate | 90.3% | 70.4%+19.9pp | 83.0%+7.3pp | 69.6%+20.8pp |
| Annual return | -7.37% | 30.32%-37.7pp | 735.18%-742.5pp | 7.63%-15.0pp |
| Employer contribution / active EE | $1,163 | $3,350-65.3% | $5,298-78.0% | $2,381-51.1% |
| Participant deferral / active EE | $2,246 | $3,175-29.2% | $5,081-55.8% | $3,470-35.3% |
| Admin fee / account holder | $2,270 | $5,589-59.4% | $13,411-83.1% | $4,887-53.6% |