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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 | $28,462 | $75,832-62.5% | $147,617-80.7% | $59,633-52.3% |
| Participation rate | 89.6% | 71.6%+18.0pp | 84.6%+5.0pp | 68.7%+20.9pp |
| Annual return | -0.85% | 0.37%-1.2pp | 61.98%-62.8pp | 2041.45%-2042.3pp |
| Employer contribution / active EE | $4,796 | $3,485+37.6% | $5,564-13.8% | $2,203+117.7% |
| Participant deferral / active EE | $2,200 | $3,131-29.7% | $4,895-55.1% | $3,192-31.1% |
| Admin fee / account holder | $1,082 | $5,986-81.9% | $11,612-90.7% | $4,297-74.8% |