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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 | $12,283 | $49,177-75.0% | $79,467-84.5% | $64,173-80.9% |
| Participation rate | 96.9% | 65.0%+31.9pp | 73.3%+23.6pp | 69.6%+27.4pp |
| Annual return | -5.69% | -1.16%-4.5pp | 718.30%-724.0pp | 7.63%-13.3pp |
| Employer contribution / active EE | $988 | $2,076-52.4% | $2,800-64.7% | $2,381-58.5% |
| Participant deferral / active EE | $0 | $2,821-100.0% | $3,704-100.0% | $3,470-100.0% |
| Admin fee / account holder | $2,023 | $3,839-47.3% | $5,104-60.4% | $4,887-58.6% |