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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 | $16,869 | $75,832-77.8% | $147,617-88.6% | $59,633-71.7% |
| Participation rate | 77.6% | 71.6%+6.0pp | 84.6%-7.0pp | 68.7%+8.9pp |
| Annual return | -1.09% | 0.37%-1.5pp | 61.98%-63.1pp | 2041.45%-2042.5pp |
| Employer contribution / active EE | $1,732 | $3,485-50.3% | $5,564-68.9% | $2,203-21.4% |
| Participant deferral / active EE | $1,485 | $3,131-52.6% | $4,895-69.7% | $3,192-53.5% |
| Admin fee / account holder | $1,748 | $5,986-70.8% | $11,612-84.9% | $4,297-59.3% |