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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 | $21,893 | $75,832-71.1% | $147,617-85.2% | $59,633-63.3% |
| Participation rate | 72.5% | 71.6%+0.9pp | 84.6%-12.1pp | 68.7%+3.8pp |
| Annual return | 2.39% | 0.37%+2.0pp | 61.98%-59.6pp | 2041.45%-2039.1pp |
| Employer contribution / active EE | $1,044 | $3,485-70.0% | $5,564-81.2% | $2,203-52.6% |
| Participant deferral / active EE | $2,086 | $3,131-33.4% | $4,895-57.4% | $3,192-34.7% |
| Admin fee / account holder | $1,748 | $5,986-70.8% | $11,612-84.9% | $4,297-59.3% |