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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 | $19,695 | $49,177-60.0% | $79,467-75.2% | $64,173-69.3% |
| Participation rate | 81.8% | 65.0%+16.8pp | 73.3%+8.5pp | 69.6%+12.2pp |
| Annual return | -6.66% | -1.16%-5.5pp | 718.30%-725.0pp | 7.63%-14.3pp |
| Employer contribution / active EE | $1,353 | $2,076-34.8% | $2,800-51.7% | $2,381-43.2% |
| Participant deferral / active EE | $911 | $2,821-67.7% | $3,704-75.4% | $3,470-73.8% |
| Admin fee / account holder | $603 | $3,839-84.3% | $5,104-88.2% | $4,887-87.7% |