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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 | $24,253 | $75,828-68.0% | $147,617-83.6% | $59,632-59.3% |
| Participation rate | 97.4% | 71.6%+25.9pp | 84.6%+12.8pp | 68.7%+28.8pp |
| Annual return | 0.20% | 0.37%-0.2pp | 61.98%-61.8pp | 2041.32%-2041.1pp |
| Employer contribution / active EE | $1,239 | $3,485-64.4% | $5,565-77.7% | $2,203-43.7% |
| Participant deferral / active EE | $981 | $3,130-68.7% | $4,895-80.0% | $3,192-69.3% |
| Admin fee / account holder | $2,625 | $5,985-56.1% | $11,611-77.4% | $4,297-38.9% |