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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 | $17,704 | $75,962-76.7% | $154,111-88.5% | $64,173-72.4% |
| Participation rate | 85.7% | 70.4%+15.3pp | 83.0%+2.7pp | 69.6%+16.1pp |
| Annual return | -0.88% | 30.32%-31.2pp | 735.18%-736.1pp | 7.63%-8.5pp |
| Employer contribution / active EE | $1,574 | $3,350-53.0% | $5,298-70.3% | $2,381-33.9% |
| Participant deferral / active EE | $1,839 | $3,175-42.1% | $5,081-63.8% | $3,470-47.0% |
| Admin fee / account holder | $8,306 | $5,589+48.6% | $13,411-38.1% | $4,887+69.9% |