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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 | $14,254 | $75,832-81.2% | $147,618-90.3% | $59,633-76.1% |
| Participation rate | 94.7% | 71.6%+23.2pp | 84.6%+10.1pp | 68.7%+26.1pp |
| Annual return | 4.13% | 0.37%+3.8pp | 61.98%-57.8pp | 2041.40%-2037.3pp |
| Employer contribution / active EE | $1,466 | $3,485-57.9% | $5,565-73.7% | $2,203-33.4% |
| Participant deferral / active EE | $0 | $3,131-100.0% | $4,895-100.0% | $3,192-100.0% |
| Admin fee / account holder | $2,685 | $5,986-55.1% | $11,612-76.9% | $4,297-37.5% |