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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 | $34,476 | $75,832-54.5% | $147,618-76.6% | $59,633-42.2% |
| Participation rate | 75.0% | 71.6%+3.4pp | 84.6%-9.6pp | 68.7%+6.3pp |
| Annual return | -2.04% | 0.37%-2.4pp | 61.98%-64.0pp | 2041.40%-2043.4pp |
| Employer contribution / active EE | $1,253 | $3,485-64.0% | $5,565-77.5% | $2,203-43.1% |
| Participant deferral / active EE | $3,052 | $3,131-2.5% | $4,895-37.7% | $3,192-4.4% |
| Admin fee / account holder | $668 | $5,986-88.8% | $11,612-94.3% | $4,297-84.5% |