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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 | $23,157 | $75,832-69.5% | $147,617-84.3% | $59,633-61.2% |
| Participation rate | 94.8% | 71.6%+23.3pp | 84.6%+10.2pp | 68.7%+26.2pp |
| Annual return | -1.77% | 0.37%-2.1pp | 61.98%-63.8pp | 2041.45%-2043.2pp |
| Employer contribution / active EE | $1,092 | $3,485-68.7% | $5,564-80.4% | $2,203-50.4% |
| Participant deferral / active EE | $1,463 | $3,131-53.3% | $4,895-70.1% | $3,192-54.2% |
| Admin fee / account holder | $4,159 | $5,986-30.5% | $11,612-64.2% | $4,297-3.2% |