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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 | $14,481 | $75,832-80.9% | $147,617-90.2% | $59,633-75.7% |
| Participation rate | 97.0% | 71.6%+25.4pp | 84.6%+12.3pp | 68.7%+28.3pp |
| Annual return | 1.14% | 0.37%+0.8pp | 61.98%-60.8pp | 2041.45%-2040.3pp |
| Employer contribution / active EE | $1,167 | $3,485-66.5% | $5,564-79.0% | $2,203-47.0% |
| Participant deferral / active EE | $1,898 | $3,131-39.4% | $4,895-61.2% | $3,192-40.5% |
| Admin fee / account holder | $3,187 | $5,986-46.8% | $11,612-72.6% | $4,297-25.8% |