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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 | $23,358 | $75,832-69.2% | $147,617-84.2% | $59,633-60.8% |
| Participation rate | 88.9% | 71.6%+17.3pp | 84.6%+4.3pp | 68.7%+20.2pp |
| Annual return | -0.69% | 0.37%-1.1pp | 61.98%-62.7pp | 2041.45%-2042.1pp |
| Employer contribution / active EE | $787 | $3,485-77.4% | $5,564-85.9% | $2,203-64.3% |
| Participant deferral / active EE | $3,041 | $3,131-2.9% | $4,895-37.9% | $3,192-4.7% |
| Admin fee / account holder | $5,262 | $5,986-12.1% | $11,612-54.7% | $4,297+22.5% |