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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 | $26,965 | $43,730-38.3% | $121,220-77.8% | $64,173-58.0% |
| Participation rate | 93.1% | 58.3%+34.8pp | 71.8%+21.3pp | 69.6%+23.5pp |
| Annual return | 0.16% | 68.94%-68.8pp | 16.94%-16.8pp | 7.63%-7.5pp |
| Employer contribution / active EE | $0 | $1,297-100.0% | $4,023-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $2,607 | $2,281+14.3% | $3,345-22.1% | $3,470-24.9% |
| Admin fee / account holder | $2,147 | $3,502-38.7% | $5,021-57.2% | $4,887-56.1% |