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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 | $20,139 | $45,152-55.4% | $73,836-72.7% | $59,633-66.2% |
| Participation rate | 96.3% | 64.0%+32.3pp | 73.4%+22.9pp | 68.7%+27.6pp |
| Annual return | 1.12% | 27.40%-26.3pp | 2268.06%-2266.9pp | 2041.45%-2040.3pp |
| Employer contribution / active EE | $737 | $1,901-61.3% | $2,787-73.6% | $2,203-66.6% |
| Participant deferral / active EE | $1,029 | $2,573-60.0% | $3,583-71.3% | $3,192-67.8% |
| Admin fee / account holder | $741 | $3,515-78.9% | $4,882-84.8% | $4,297-82.8% |