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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 | $28,823 | $75,832-62.0% | $147,617-80.5% | $59,633-51.7% |
| Participation rate | 75.3% | 71.6%+3.7pp | 84.6%-9.3pp | 68.7%+6.6pp |
| Annual return | -1.02% | 0.37%-1.4pp | 61.98%-63.0pp | 2041.45%-2042.5pp |
| Employer contribution / active EE | $1,372 | $3,485-60.6% | $5,564-75.3% | $2,203-37.7% |
| Participant deferral / active EE | $2,488 | $3,131-20.5% | $4,895-49.2% | $3,192-22.0% |
| Admin fee / account holder | $2,946 | $5,986-50.8% | $11,612-74.6% | $4,297-31.4% |