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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 | $28,165 | $75,832-62.9% | $147,618-80.9% | $59,633-52.8% |
| Participation rate | 86.7% | 71.6%+15.1pp | 84.6%+2.0pp | 68.7%+18.0pp |
| Annual return | -0.90% | 0.37%-1.3pp | 61.98%-62.9pp | 2041.40%-2042.3pp |
| Employer contribution / active EE | $1,873 | $3,485-46.2% | $5,565-66.3% | $2,203-15.0% |
| Participant deferral / active EE | $1,353 | $3,131-56.8% | $4,895-72.4% | $3,192-57.6% |
| Admin fee / account holder | $5,124 | $5,986-14.4% | $11,612-55.9% | $4,297+19.2% |