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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 | $26,771 | $75,832-64.7% | $147,617-81.9% | $59,633-55.1% |
| Participation rate | 90.2% | 71.6%+18.6pp | 84.6%+5.5pp | 68.7%+21.5pp |
| Annual return | -1.72% | 0.37%-2.1pp | 61.98%-63.7pp | 2041.45%-2043.2pp |
| Employer contribution / active EE | $2,225 | $3,485-36.2% | $5,564-60.0% | $2,203+1.0% |
| Participant deferral / active EE | $2,367 | $3,131-24.4% | $4,895-51.6% | $3,192-25.8% |
| Admin fee / account holder | $2,495 | $5,986-58.3% | $11,612-78.5% | $4,297-41.9% |