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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 | $26,230 | $75,962-65.5% | $154,108-83.0% | $64,173-59.1% |
| Participation rate | 76.5% | 70.4%+6.1pp | 83.0%-6.6pp | 69.6%+6.9pp |
| Annual return | -2.71% | 30.32%-33.0pp | 735.21%-737.9pp | 7.63%-10.3pp |
| Employer contribution / active EE | $659 | $3,350-80.3% | $5,298-87.6% | $2,381-72.3% |
| Participant deferral / active EE | $1,393 | $3,175-56.1% | $5,081-72.6% | $3,470-59.8% |
| Admin fee / account holder | $5,050 | $5,589-9.6% | $13,411-62.3% | $4,887+3.3% |