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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 | $21,195 | $75,962-72.1% | $154,111-86.2% | $64,173-67.0% |
| Participation rate | 98.3% | 70.4%+27.9pp | 83.0%+15.3pp | 69.6%+28.7pp |
| Annual return | -7.61% | 30.32%-37.9pp | 735.18%-742.8pp | 7.63%-15.2pp |
| Employer contribution / active EE | $2,156 | $3,350-35.6% | $5,298-59.3% | $2,381-9.4% |
| Participant deferral / active EE | $3,936 | $3,175+24.0% | $5,081-22.5% | $3,470+13.4% |
| Admin fee / account holder | $1,889 | $5,589-66.2% | $13,411-85.9% | $4,887-61.3% |