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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 | $19,905 | $90,320-78.0% | $59,496-66.5% | $125,388-84.1% |
| Participation rate | 87.5% | 68.3%+19.2pp | 54.6%+32.9pp | 83.2%+4.3pp |
| Annual return | -4.83% | 369.13%-374.0pp | 182.05%-186.9pp | 282.24%-287.1pp |
| Employer contribution / active EE | $798 | $1,792-55.5% | $1,153-30.8% | $4,866-83.6% |
| Participant deferral / active EE | $2,068 | $2,716-23.8% | $1,829+13.1% | $5,352-61.4% |
| Admin fee / account holder | $968 | $3,063-68.4% | $2,232-56.6% | $9,541-89.9% |