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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 | $16,161 | $75,962-78.7% | $154,108-89.5% | $64,173-74.8% |
| Participation rate | 96.9% | 70.4%+26.5pp | 83.0%+13.8pp | 69.6%+27.3pp |
| Annual return | -3.16% | 30.32%-33.5pp | 735.21%-738.4pp | 7.63%-10.8pp |
| Employer contribution / active EE | $2,093 | $3,350-37.5% | $5,298-60.5% | $2,381-12.1% |
| Participant deferral / active EE | $2,375 | $3,175-25.2% | $5,081-53.2% | $3,470-31.5% |
| Admin fee / account holder | $10,919 | $5,589+95.4% | $13,411-18.6% | $4,887+123.4% |