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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 | $26,116 | $75,828-65.6% | $147,617-82.3% | $59,632-56.2% |
| Participation rate | 87.9% | 71.6%+16.3pp | 84.6%+3.3pp | 68.7%+19.2pp |
| Annual return | -1.55% | 0.37%-1.9pp | 61.98%-63.5pp | 2041.32%-2042.9pp |
| Employer contribution / active EE | $974 | $3,485-72.0% | $5,565-82.5% | $2,203-55.8% |
| Participant deferral / active EE | $1,164 | $3,130-62.8% | $4,895-76.2% | $3,192-63.5% |
| Admin fee / account holder | $326 | $5,985-94.6% | $11,611-97.2% | $4,297-92.4% |