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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 | $18,998 | $78,694-75.9% | $67,652-71.9% | $125,389-84.8% |
| Participation rate | 95.2% | 78.8%+16.4pp | 75.7%+19.6pp | 83.2%+12.0pp |
| Annual return | -2.82% | 9.46%-12.3pp | 6625.40%-6628.2pp | 282.24%-285.1pp |
| Employer contribution / active EE | $1,429 | $3,044-53.1% | $2,266-36.9% | $4,866-70.6% |
| Participant deferral / active EE | $2,882 | $4,292-32.9% | $3,560-19.1% | $5,352-46.2% |
| Admin fee / account holder | $3,891 | $7,403-47.4% | $4,821-19.3% | $9,541-59.2% |