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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 | $27,985 | $75,832-63.1% | $147,617-81.0% | $59,633-53.1% |
| Participation rate | 74.5% | 71.6%+2.9pp | 84.6%-10.1pp | 68.7%+5.8pp |
| Annual return | -0.59% | 0.37%-1.0pp | 61.98%-62.6pp | 2041.45%-2042.0pp |
| Employer contribution / active EE | $1,788 | $3,485-48.7% | $5,564-67.9% | $2,203-18.8% |
| Participant deferral / active EE | $2,557 | $3,131-18.3% | $4,895-47.8% | $3,192-19.9% |
| Admin fee / account holder | $7,009 | $5,986+17.1% | $11,612-39.6% | $4,297+63.1% |