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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 | $35,267 | $75,832-53.5% | $147,617-76.1% | $59,633-40.9% |
| Participation rate | 85.9% | 71.6%+14.3pp | 84.6%+1.2pp | 68.7%+17.2pp |
| Annual return | -2.04% | 0.37%-2.4pp | 61.98%-64.0pp | 2041.45%-2043.5pp |
| Employer contribution / active EE | $1,326 | $3,485-62.0% | $5,564-76.2% | $2,203-39.8% |
| Participant deferral / active EE | $3,863 | $3,131+23.4% | $4,895-21.1% | $3,192+21.0% |
| Admin fee / account holder | $2,196 | $5,986-63.3% | $11,612-81.1% | $4,297-48.9% |