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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 | $44,942 | $75,832-40.7% | $147,617-69.6% | $59,633-24.6% |
| Participation rate | 94.8% | 71.6%+23.2pp | 84.6%+10.2pp | 68.7%+26.1pp |
| Annual return | 0.80% | 0.37%+0.4pp | 61.98%-61.2pp | 2041.45%-2040.7pp |
| Employer contribution / active EE | $1,186 | $3,485-66.0% | $5,564-78.7% | $2,203-46.2% |
| Participant deferral / active EE | $3,016 | $3,131-3.7% | $4,895-38.4% | $3,192-5.5% |
| Admin fee / account holder | $1,498 | $5,986-75.0% | $11,612-87.1% | $4,297-65.1% |