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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 | $29,501 | $75,832-61.1% | $147,617-80.0% | $59,633-50.5% |
| Participation rate | 85.4% | 71.6%+13.9pp | 84.6%+0.8pp | 68.7%+16.7pp |
| Annual return | 0.90% | 0.37%+0.5pp | 61.98%-61.1pp | 2041.45%-2040.6pp |
| Employer contribution / active EE | $2,296 | $3,485-34.1% | $5,564-58.7% | $2,203+4.3% |
| Participant deferral / active EE | $3,257 | $3,131+4.0% | $4,895-33.5% | $3,192+2.0% |
| Admin fee / account holder | $1,391 | $5,986-76.8% | $11,612-88.0% | $4,297-67.6% |