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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 | $24,064 | $75,832-68.3% | $147,617-83.7% | $59,633-59.6% |
| Participation rate | 98.0% | 71.6%+26.4pp | 84.6%+13.4pp | 68.7%+29.3pp |
| Annual return | -1.81% | 0.37%-2.2pp | 61.98%-63.8pp | 2041.45%-2043.3pp |
| Employer contribution / active EE | $2,595 | $3,485-25.5% | $5,564-53.4% | $2,203+17.8% |
| Participant deferral / active EE | $3,689 | $3,131+17.8% | $4,895-24.6% | $3,192+15.6% |
| Admin fee / account holder | $2,533 | $5,986-57.7% | $11,612-78.2% | $4,297-41.0% |