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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 | $24,715 | $75,832-67.4% | $147,617-83.3% | $59,633-58.6% |
| Participation rate | 91.7% | 71.6%+20.1pp | 84.6%+7.0pp | 68.7%+23.0pp |
| Annual return | -1.62% | 0.37%-2.0pp | 61.98%-63.6pp | 2041.45%-2043.1pp |
| Employer contribution / active EE | $2,574 | $3,485-26.1% | $5,564-53.7% | $2,203+16.9% |
| Participant deferral / active EE | $1,941 | $3,131-38.0% | $4,895-60.4% | $3,192-39.2% |
| Admin fee / account holder | $1,351 | $5,986-77.4% | $11,612-88.4% | $4,297-68.6% |