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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 | $26,781 | $75,962-64.7% | $154,108-82.6% | $64,173-58.3% |
| Participation rate | 72.5% | 70.4%+2.1pp | 83.0%-10.5pp | 69.6%+3.0pp |
| Annual return | -1.98% | 30.32%-32.3pp | 735.21%-737.2pp | 7.63%-9.6pp |
| Employer contribution / active EE | $1,089 | $3,350-67.5% | $5,298-79.4% | $2,381-54.3% |
| Participant deferral / active EE | $1,346 | $3,175-57.6% | $5,081-73.5% | $3,470-61.2% |
| Admin fee / account holder | $12,756 | $5,589+128.2% | $13,411-4.9% | $4,887+161.0% |