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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 | $25,729 | $54,380-52.7% | $68,509-62.4% | $59,633-56.9% |
| Participation rate | 73.8% | 70.2%+3.6pp | 74.7%-0.9pp | 68.7%+5.1pp |
| Annual return | 1.05% | 2.83%-1.8pp | 8.27%-7.2pp | 2041.45%-2040.4pp |
| Employer contribution / active EE | $0 | $1,539-100.0% | $2,278-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $1,704 | $2,643-35.5% | $3,382-49.6% | $3,192-46.6% |
| Admin fee / account holder | $2,837 | $3,885-27.0% | $5,275-46.2% | $4,297-34.0% |