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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 | $31,187 | $75,832-58.9% | $147,617-78.9% | $59,633-47.7% |
| Participation rate | 79.5% | 71.6%+7.9pp | 84.6%-5.2pp | 68.7%+10.8pp |
| Annual return | -0.25% | 0.37%-0.6pp | 61.98%-62.2pp | 2041.45%-2041.7pp |
| Employer contribution / active EE | $0 | $3,485-100.0% | $5,564-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $3,415 | $3,131+9.1% | $4,895-30.2% | $3,192+7.0% |
| Admin fee / account holder | $2,998 | $5,986-49.9% | $11,612-74.2% | $4,297-30.2% |