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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 | $19,512 | $75,962-74.3% | $154,108-87.3% | $64,173-69.6% |
| Participation rate | 97.9% | 70.4%+27.5pp | 83.0%+14.9pp | 69.6%+28.3pp |
| Annual return | -6.00% | 30.32%-36.3pp | 735.21%-741.2pp | 7.63%-13.6pp |
| Employer contribution / active EE | $2,324 | $3,350-30.6% | $5,298-56.1% | $2,381-2.4% |
| Participant deferral / active EE | $980 | $3,175-69.1% | $5,081-80.7% | $3,470-71.8% |
| Admin fee / account holder | $1,368 | $5,589-75.5% | $13,411-89.8% | $4,887-72.0% |