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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 | $58,306 | $39,798+46.5% | $67,704-13.9% | $59,633-2.2% |
| Participation rate | 84.1% | 57.4%+26.7pp | 67.5%+16.6pp | 68.7%+15.4pp |
| Annual return | 0.03% | 89.94%-89.9pp | 25.41%-25.4pp | 2041.40%-2041.4pp |
| Employer contribution / active EE | $1,771 | $1,393+27.2% | $2,559-30.8% | $2,203-19.6% |
| Participant deferral / active EE | $1,724 | $2,335-26.2% | $3,585-51.9% | $3,192-46.0% |
| Admin fee / account holder | $3,829 | $3,212+19.2% | $4,255-10.0% | $4,297-10.9% |