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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 | $12,685 | $49,177-74.2% | $79,467-84.0% | $64,173-80.2% |
| Participation rate | 70.7% | 65.0%+5.7pp | 73.3%-2.7pp | 69.6%+1.1pp |
| Annual return | -3.18% | -1.16%-2.0pp | 718.30%-721.5pp | 7.63%-10.8pp |
| Employer contribution / active EE | $935 | $2,076-55.0% | $2,800-66.6% | $2,381-60.7% |
| Participant deferral / active EE | $2,526 | $2,821-10.5% | $3,704-31.8% | $3,470-27.2% |
| Admin fee / account holder | $10,465 | $3,839+172.6% | $5,104+105.0% | $4,887+114.1% |