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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 | $20,827 | $75,962-72.6% | $154,108-86.5% | $64,173-67.5% |
| Participation rate | 98.1% | 70.4%+27.7pp | 83.0%+15.1pp | 69.6%+28.5pp |
| Annual return | -6.84% | 30.32%-37.2pp | 735.21%-742.0pp | 7.63%-14.5pp |
| Employer contribution / active EE | $736 | $3,350-78.0% | $5,298-86.1% | $2,381-69.1% |
| Participant deferral / active EE | $2,056 | $3,175-35.2% | $5,081-59.5% | $3,470-40.7% |
| Admin fee / account holder | $562 | $5,589-90.0% | $13,411-95.8% | $4,887-88.5% |