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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 | $17,989 | $44,103-59.2% | $75,826-76.3% | $64,173-72.0% |
| Participation rate | 73.3% | 62.7%+10.6pp | 68.2%+5.1pp | 69.6%+3.8pp |
| Annual return | -4.94% | -4.72%-0.2pp | 1914.15%-1919.1pp | 7.63%-12.6pp |
| Employer contribution / active EE | $1,426 | $1,446-1.4% | $1,913-25.5% | $2,381-40.1% |
| Participant deferral / active EE | $2,082 | $2,204-5.5% | $2,862-27.2% | $3,470-40.0% |
| Admin fee / account holder | $973 | $3,506-72.3% | $4,726-79.4% | $4,887-80.1% |