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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 | $20,246 | $75,962-73.3% | $154,108-86.9% | $64,173-68.5% |
| Participation rate | 83.3% | 70.4%+12.9pp | 83.0%+0.3pp | 69.6%+13.8pp |
| Annual return | -5.66% | 30.32%-36.0pp | 735.21%-740.9pp | 7.63%-13.3pp |
| Employer contribution / active EE | $798 | $3,350-76.2% | $5,298-84.9% | $2,381-66.5% |
| Participant deferral / active EE | $2,815 | $3,175-11.3% | $5,081-44.6% | $3,470-18.9% |
| Admin fee / account holder | $5,228 | $5,589-6.5% | $13,411-61.0% | $4,887+7.0% |