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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 | $28,322 | $75,832-62.7% | $147,618-80.8% | $59,633-52.5% |
| Participation rate | 97.3% | 71.6%+25.7pp | 84.6%+12.7pp | 68.7%+28.6pp |
| Annual return | -2.02% | 0.37%-2.4pp | 61.98%-64.0pp | 2041.40%-2043.4pp |
| Employer contribution / active EE | $2,106 | $3,485-39.6% | $5,565-62.1% | $2,203-4.4% |
| Participant deferral / active EE | $2,370 | $3,131-24.3% | $4,895-51.6% | $3,192-25.8% |
| Admin fee / account holder | $6,000 | $5,986+0.2% | $11,612-48.3% | $4,297+39.6% |