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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 | $21,048 | $49,177-57.2% | $79,466-73.5% | $64,173-67.2% |
| Participation rate | 98.6% | 65.0%+33.5pp | 73.3%+25.2pp | 69.6%+29.0pp |
| Annual return | -3.66% | -1.16%-2.5pp | 718.28%-721.9pp | 7.63%-11.3pp |
| Employer contribution / active EE | $654 | $2,076-68.5% | $2,800-76.7% | $2,381-72.5% |
| Participant deferral / active EE | $2,671 | $2,821-5.3% | $3,704-27.9% | $3,470-23.0% |
| Admin fee / account holder | $835 | $3,839-78.2% | $5,104-83.6% | $4,887-82.9% |