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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 | $18,148 | $75,962-76.1% | $154,108-88.2% | $64,173-71.7% |
| Participation rate | 97.4% | 70.4%+27.0pp | 83.0%+14.3pp | 69.6%+27.8pp |
| Annual return | -4.49% | 30.32%-34.8pp | 735.21%-739.7pp | 7.63%-12.1pp |
| Employer contribution / active EE | $1,740 | $3,350-48.1% | $5,298-67.2% | $2,381-26.9% |
| Participant deferral / active EE | $1,048 | $3,175-67.0% | $5,081-79.4% | $3,470-69.8% |
| Admin fee / account holder | $1,145 | $5,589-79.5% | $13,411-91.5% | $4,887-76.6% |