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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 | $22,655 | $75,962-70.2% | $154,108-85.3% | $64,173-64.7% |
| Participation rate | 74.3% | 70.4%+3.9pp | 83.0%-8.8pp | 69.6%+4.7pp |
| Annual return | -7.70% | 30.32%-38.0pp | 735.21%-742.9pp | 7.63%-15.3pp |
| Employer contribution / active EE | $455 | $3,350-86.4% | $5,298-91.4% | $2,381-80.9% |
| Participant deferral / active EE | $1,396 | $3,175-56.0% | $5,081-72.5% | $3,470-59.8% |
| Admin fee / account holder | $1,580 | $5,589-71.7% | $13,411-88.2% | $4,887-67.7% |