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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 | $20,154 | $45,152-55.4% | $73,836-72.7% | $59,633-66.2% |
| Participation rate | 82.6% | 64.0%+18.6pp | 73.4%+9.2pp | 68.7%+13.9pp |
| Annual return | -0.95% | 27.40%-28.4pp | 2268.06%-2269.0pp | 2041.45%-2042.4pp |
| Employer contribution / active EE | $972 | $1,901-48.9% | $2,787-65.1% | $2,203-55.9% |
| Participant deferral / active EE | $1,176 | $2,573-54.3% | $3,583-67.2% | $3,192-63.1% |
| Admin fee / account holder | $604 | $3,515-82.8% | $4,882-87.6% | $4,297-85.9% |