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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 | $14,520 | $75,959-80.9% | $154,114-90.6% | $64,181-77.4% |
| Participation rate | 93.3% | 70.4%+22.9pp | 83.0%+10.3pp | 69.6%+23.8pp |
| Annual return | -4.68% | 30.32%-35.0pp | 735.16%-739.8pp | 7.63%-12.3pp |
| Employer contribution / active EE | $1,611 | $3,350-51.9% | $5,298-69.6% | $2,381-32.3% |
| Participant deferral / active EE | $1,634 | $3,175-48.5% | $5,081-67.8% | $3,470-52.9% |
| Admin fee / account holder | $694 | $5,589-87.6% | $13,411-94.8% | $4,887-85.8% |