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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 | $24,893 | $75,832-67.2% | $147,617-83.1% | $59,633-58.3% |
| Participation rate | 92.3% | 71.6%+20.7pp | 84.6%+7.7pp | 68.7%+23.6pp |
| Annual return | 0.52% | 0.37%+0.1pp | 61.98%-61.5pp | 2041.45%-2040.9pp |
| Employer contribution / active EE | $6,070 | $3,485+74.2% | $5,564+9.1% | $2,203+175.6% |
| Participant deferral / active EE | $0 | $3,131-100.0% | $4,895-100.0% | $3,192-100.0% |
| Admin fee / account holder | $4,013 | $5,986-33.0% | $11,612-65.4% | $4,297-6.6% |