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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 | $22,472 | $75,832-70.4% | $147,617-84.8% | $59,633-62.3% |
| Participation rate | 78.0% | 71.6%+6.5pp | 84.6%-6.6pp | 68.7%+9.4pp |
| Annual return | 0.42% | 0.37%+0.1pp | 61.98%-61.6pp | 2041.45%-2041.0pp |
| Employer contribution / active EE | $1,162 | $3,485-66.6% | $5,564-79.1% | $2,203-47.2% |
| Participant deferral / active EE | $1,975 | $3,131-36.9% | $4,895-59.7% | $3,192-38.1% |
| Admin fee / account holder | $3,541 | $5,986-40.8% | $11,612-69.5% | $4,297-17.6% |