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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 | $62,039 | $75,962-18.3% | $154,108-59.7% | $64,173-3.3% |
| Participation rate | 94.4% | 70.4%+24.0pp | 83.0%+11.4pp | 69.6%+24.9pp |
| Annual return | -5.35% | 30.32%-35.7pp | 735.21%-740.6pp | 7.63%-13.0pp |
| Employer contribution / active EE | $578 | $3,350-82.8% | $5,298-89.1% | $2,381-75.7% |
| Participant deferral / active EE | $1,709 | $3,175-46.2% | $5,081-66.4% | $3,470-50.8% |
| Admin fee / account holder | $1,643 | $5,589-70.6% | $13,411-87.8% | $4,887-66.4% |