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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 | $15,090 | $75,962-80.1% | $154,108-90.2% | $64,173-76.5% |
| Participation rate | 96.9% | 70.4%+26.5pp | 83.0%+13.8pp | 69.6%+27.3pp |
| Annual return | -5.21% | 30.32%-35.5pp | 735.21%-740.4pp | 7.63%-12.8pp |
| Employer contribution / active EE | $1,333 | $3,350-60.2% | $5,298-74.8% | $2,381-44.0% |
| Participant deferral / active EE | $2,191 | $3,175-31.0% | $5,081-56.9% | $3,470-36.9% |
| Admin fee / account holder | $2,577 | $5,589-53.9% | $13,411-80.8% | $4,887-47.3% |