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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 | $18,279 | $75,959-75.9% | $154,114-88.1% | $64,181-71.5% |
| Participation rate | 92.9% | 70.4%+22.4pp | 83.0%+9.8pp | 69.6%+23.3pp |
| Annual return | -1.49% | 30.32%-31.8pp | 735.16%-736.7pp | 7.63%-9.1pp |
| Employer contribution / active EE | $1,438 | $3,350-57.1% | $5,298-72.9% | $2,381-39.6% |
| Participant deferral / active EE | $2,172 | $3,175-31.6% | $5,081-57.3% | $3,470-37.4% |
| Admin fee / account holder | $6,120 | $5,589+9.5% | $13,411-54.4% | $4,887+25.2% |