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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 | $20,787 | $75,832-72.6% | $147,617-85.9% | $59,633-65.1% |
| Participation rate | 75.3% | 71.6%+3.8pp | 84.6%-9.3pp | 68.7%+6.7pp |
| Annual return | -2.19% | 0.37%-2.6pp | 61.98%-64.2pp | 2041.45%-2043.6pp |
| Employer contribution / active EE | $1,475 | $3,485-57.7% | $5,564-73.5% | $2,203-33.0% |
| Participant deferral / active EE | $2,378 | $3,131-24.0% | $4,895-51.4% | $3,192-25.5% |
| Admin fee / account holder | $1,045 | $5,986-82.5% | $11,612-91.0% | $4,297-75.7% |