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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 | $20,913 | $57,352-63.5% | $83,831-75.1% | $64,173-67.4% |
| Participation rate | 93.3% | 68.6%+24.7pp | 76.1%+17.2pp | 69.6%+23.8pp |
| Annual return | -3.68% | 11.38%-15.1pp | 850.99%-854.7pp | 7.63%-11.3pp |
| Employer contribution / active EE | $4,662 | $2,546+83.1% | $3,631+28.4% | $2,381+95.8% |
| Participant deferral / active EE | $0 | $2,993-100.0% | $4,082-100.0% | $3,470-100.0% |
| Admin fee / account holder | $4,461 | $4,046+10.2% | $5,479-18.6% | $4,887-8.7% |