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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 | $17,148 | $75,828-77.4% | $147,617-88.4% | $59,632-71.2% |
| Participation rate | 92.3% | 71.6%+20.7pp | 84.6%+7.7pp | 68.7%+23.6pp |
| Annual return | -2.41% | 0.37%-2.8pp | 61.98%-64.4pp | 2041.32%-2043.7pp |
| Employer contribution / active EE | $1,851 | $3,485-46.9% | $5,565-66.7% | $2,203-16.0% |
| Participant deferral / active EE | $4,115 | $3,130+31.5% | $4,895-15.9% | $3,192+28.9% |
| Admin fee / account holder | $342 | $5,985-94.3% | $11,611-97.1% | $4,297-92.0% |