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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 | $26,374 | $75,832-65.2% | $147,617-82.1% | $59,633-55.8% |
| Participation rate | 81.3% | 71.6%+9.7pp | 84.6%-3.4pp | 68.7%+12.6pp |
| Annual return | -1.79% | 0.37%-2.2pp | 61.98%-63.8pp | 2041.45%-2043.2pp |
| Employer contribution / active EE | $1,007 | $3,485-71.1% | $5,564-81.9% | $2,203-54.3% |
| Participant deferral / active EE | $1,235 | $3,131-60.5% | $4,895-74.8% | $3,192-61.3% |
| Admin fee / account holder | $355 | $5,986-94.1% | $11,612-96.9% | $4,297-91.7% |