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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 | $20,632 | $45,152-54.3% | $73,836-72.1% | $59,633-65.4% |
| Participation rate | 71.1% | 64.0%+7.1pp | 73.4%-2.3pp | 68.7%+2.5pp |
| Annual return | -1.18% | 27.40%-28.6pp | 2268.06%-2269.2pp | 2041.45%-2042.6pp |
| Employer contribution / active EE | $817 | $1,901-57.0% | $2,787-70.7% | $2,203-62.9% |
| Participant deferral / active EE | $1,778 | $2,573-30.9% | $3,583-50.4% | $3,192-44.3% |
| Admin fee / account holder | $12,224 | $3,515+247.8% | $4,882+150.4% | $4,297+184.5% |