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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 | $19,492 | $82,630-76.4% | $64,105-69.6% | $125,389-84.5% |
| Participation rate | 83.3% | 75.9%+7.5pp | 68.2%+15.2pp | 83.2%+0.1pp |
| Annual return | -1.95% | 1489.72%-1491.7pp | 791.24%-793.2pp | 282.24%-284.2pp |
| Employer contribution / active EE | $741 | $2,671-72.2% | $1,820-59.3% | $4,866-84.8% |
| Participant deferral / active EE | $1,615 | $3,608-55.2% | $2,822-42.8% | $5,352-69.8% |
| Admin fee / account holder | $2,547 | $6,382-60.1% | $4,499-43.4% | $9,541-73.3% |