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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 | $26,160 | $75,828-65.5% | $147,616-82.3% | $59,632-56.1% |
| Participation rate | 97.6% | 71.6%+26.0pp | 84.6%+12.9pp | 68.7%+28.9pp |
| Annual return | 0.05% | 0.37%-0.3pp | 61.98%-61.9pp | 2041.32%-2041.3pp |
| Employer contribution / active EE | $2,760 | $3,485-20.8% | $5,564-50.4% | $2,203+25.3% |
| Participant deferral / active EE | $1,755 | $3,130-43.9% | $4,895-64.2% | $3,192-45.0% |
| Admin fee / account holder | $3,197 | $5,985-46.6% | $11,611-72.5% | $4,297-25.6% |