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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 | $16,370 | $75,962-78.4% | $154,108-89.4% | $64,173-74.5% |
| Participation rate | 87.8% | 70.4%+17.4pp | 83.0%+4.8pp | 69.6%+18.2pp |
| Annual return | -6.41% | 30.32%-36.7pp | 735.21%-741.6pp | 7.63%-14.0pp |
| Employer contribution / active EE | $738 | $3,350-78.0% | $5,298-86.1% | $2,381-69.0% |
| Participant deferral / active EE | $2,217 | $3,175-30.2% | $5,081-56.4% | $3,470-36.1% |
| Admin fee / account holder | $1,781 | $5,589-68.1% | $13,411-86.7% | $4,887-63.6% |