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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 | $34,103 | $52,519-35.1% | $155,789-78.1% | $59,633-42.8% |
| Participation rate | 88.6% | 61.7%+26.9pp | 76.1%+12.5pp | 68.7%+19.9pp |
| Annual return | -1.37% | 53.51%-54.9pp | 71.54%-72.9pp | 2041.45%-2042.8pp |
| Employer contribution / active EE | $723 | $1,589-54.5% | $3,839-81.2% | $2,203-67.2% |
| Participant deferral / active EE | $2,644 | $3,084-14.3% | $4,798-44.9% | $3,192-17.2% |
| Admin fee / account holder | $1,193 | $3,540-66.3% | $7,477-84.0% | $4,297-72.2% |