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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 | $24,798 | $75,828-67.3% | $147,617-83.2% | $59,632-58.4% |
| Participation rate | 79.2% | 71.6%+7.6pp | 84.6%-5.5pp | 68.7%+10.5pp |
| Annual return | 0.94% | 0.37%+0.6pp | 61.98%-61.0pp | 2041.32%-2040.4pp |
| Employer contribution / active EE | $1,848 | $3,485-47.0% | $5,565-66.8% | $2,203-16.1% |
| Participant deferral / active EE | $1,883 | $3,130-39.8% | $4,895-61.5% | $3,192-41.0% |
| Admin fee / account holder | $3,047 | $5,985-49.1% | $11,611-73.8% | $4,297-29.1% |