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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 | $23,202 | $82,630-71.9% | $64,105-63.8% | $125,389-81.5% |
| Participation rate | 84.2% | 75.9%+8.4pp | 68.2%+16.0pp | 83.2%+1.0pp |
| Annual return | -2.45% | 1489.72%-1492.2pp | 791.24%-793.7pp | 282.24%-284.7pp |
| Employer contribution / active EE | $782 | $2,671-70.7% | $1,820-57.0% | $4,866-83.9% |
| Participant deferral / active EE | $0 | $3,608-100.0% | $2,822-100.0% | $5,352-100.0% |
| Admin fee / account holder | $5,733 | $6,382-10.2% | $4,499+27.4% | $9,541-39.9% |