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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 | $26,471 | $75,832-65.1% | $147,617-82.1% | $59,633-55.6% |
| Participation rate | 96.4% | 71.6%+24.9pp | 84.6%+11.8pp | 68.7%+27.8pp |
| Annual return | 4.05% | 0.37%+3.7pp | 61.98%-57.9pp | 2041.45%-2037.4pp |
| Employer contribution / active EE | $4,244 | $3,485+21.8% | $5,564-23.7% | $2,203+92.7% |
| Participant deferral / active EE | $2,507 | $3,131-19.9% | $4,895-48.8% | $3,192-21.5% |
| Admin fee / account holder | $1,021 | $5,986-82.9% | $11,612-91.2% | $4,297-76.2% |