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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 | $33,367 | $75,832-56.0% | $147,617-77.4% | $59,633-44.0% |
| Participation rate | 83.3% | 71.6%+11.8pp | 84.6%-1.3pp | 68.7%+14.7pp |
| Annual return | -1.23% | 0.37%-1.6pp | 61.98%-63.2pp | 2041.45%-2042.7pp |
| Employer contribution / active EE | $1,059 | $3,485-69.6% | $5,564-81.0% | $2,203-51.9% |
| Participant deferral / active EE | $3,481 | $3,131+11.2% | $4,895-28.9% | $3,192+9.1% |
| Admin fee / account holder | $9,384 | $5,986+56.8% | $11,612-19.2% | $4,297+118.4% |