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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 | $13,413 | $75,962-82.3% | $154,108-91.3% | $64,173-79.1% |
| Participation rate | 82.4% | 70.4%+11.9pp | 83.0%-0.7pp | 69.6%+12.8pp |
| Annual return | 11.93% | 30.32%-18.4pp | 735.21%-723.3pp | 7.63%+4.3pp |
| Employer contribution / active EE | $1,053 | $3,350-68.6% | $5,298-80.1% | $2,381-55.8% |
| Participant deferral / active EE | $0 | $3,175-100.0% | $5,081-100.0% | $3,470-100.0% |
| Admin fee / account holder | $1,041 | $5,589-81.4% | $13,411-92.2% | $4,887-78.7% |