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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 | $31,727 | $75,962-58.2% | $154,108-79.4% | $64,173-50.6% |
| Participation rate | 100.0% | 70.4%+29.6pp | 83.0%+17.0pp | 69.6%+30.4pp |
| Annual return | -5.34% | 30.32%-35.7pp | 735.21%-740.5pp | 7.63%-13.0pp |
| Employer contribution / active EE | $1,279 | $3,350-61.8% | $5,298-75.8% | $2,381-46.3% |
| Participant deferral / active EE | $1,441 | $3,175-54.6% | $5,081-71.6% | $3,470-58.5% |
| Admin fee / account holder | $1,001 | $5,589-82.1% | $13,411-92.5% | $4,887-79.5% |