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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 | $20,562 | $75,832-72.9% | $147,617-86.1% | $59,633-65.5% |
| Participation rate | 76.6% | 71.6%+5.1pp | 84.6%-8.0pp | 68.7%+8.0pp |
| Annual return | 1.41% | 0.37%+1.0pp | 61.98%-60.6pp | 2041.45%-2040.0pp |
| Employer contribution / active EE | $1,193 | $3,485-65.8% | $5,564-78.6% | $2,203-45.8% |
| Participant deferral / active EE | $970 | $3,131-69.0% | $4,895-80.2% | $3,192-69.6% |
| Admin fee / account holder | $6,498 | $5,986+8.6% | $11,612-44.0% | $4,297+51.2% |