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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 | $25,277 | $75,832-66.7% | $147,617-82.9% | $59,633-57.6% |
| Participation rate | 90.2% | 71.6%+18.6pp | 84.6%+5.6pp | 68.7%+21.5pp |
| Annual return | 0.43% | 0.37%+0.1pp | 61.98%-61.6pp | 2041.45%-2041.0pp |
| Employer contribution / active EE | $1,776 | $3,485-49.0% | $5,564-68.1% | $2,203-19.3% |
| Participant deferral / active EE | $3,142 | $3,131+0.4% | $4,895-35.8% | $3,192-1.6% |
| Admin fee / account holder | $1,064 | $5,986-82.2% | $11,612-90.8% | $4,297-75.2% |