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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 | $21,103 | $75,832-72.2% | $147,617-85.7% | $59,633-64.6% |
| Participation rate | 91.2% | 71.6%+19.6pp | 84.6%+6.6pp | 68.7%+22.5pp |
| Annual return | 1.15% | 0.37%+0.8pp | 61.98%-60.8pp | 2041.45%-2040.3pp |
| Employer contribution / active EE | $0 | $3,485-100.0% | $5,564-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $2,470 | $3,131-21.1% | $4,895-49.5% | $3,192-22.6% |
| Admin fee / account holder | $579 | $5,986-90.3% | $11,612-95.0% | $4,297-86.5% |