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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 | $17,152 | $75,962-77.4% | $154,111-88.9% | $64,173-73.3% |
| Participation rate | 100.0% | 70.4%+29.6pp | 83.0%+17.0pp | 69.6%+30.4pp |
| Annual return | -5.06% | 30.32%-35.4pp | 735.18%-740.2pp | 7.63%-12.7pp |
| Employer contribution / active EE | $1,700 | $3,350-49.2% | $5,298-67.9% | $2,381-28.6% |
| Participant deferral / active EE | $1,410 | $3,175-55.6% | $5,081-72.2% | $3,470-59.4% |
| Admin fee / account holder | $1,216 | $5,589-78.2% | $13,411-90.9% | $4,887-75.1% |