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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 | $20,349 | $75,962-73.2% | $154,108-86.8% | $64,173-68.3% |
| Participation rate | 100.0% | 70.4%+29.6pp | 83.0%+17.0pp | 69.6%+30.4pp |
| Annual return | -4.91% | 30.32%-35.2pp | 735.21%-740.1pp | 7.63%-12.5pp |
| Employer contribution / active EE | $1,672 | $3,350-50.1% | $5,298-68.4% | $2,381-29.8% |
| Participant deferral / active EE | $2,319 | $3,175-27.0% | $5,081-54.4% | $3,470-33.2% |
| Admin fee / account holder | $1,529 | $5,589-72.6% | $13,411-88.6% | $4,887-68.7% |