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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 | $24,566 | $45,152-45.6% | $73,835-66.7% | $59,633-58.8% |
| Participation rate | 82.0% | 64.0%+18.0pp | 73.4%+8.6pp | 68.7%+13.3pp |
| Annual return | 0.21% | 27.40%-27.2pp | 2268.13%-2267.9pp | 2041.40%-2041.2pp |
| Employer contribution / active EE | $933 | $1,901-50.9% | $2,788-66.5% | $2,203-57.7% |
| Participant deferral / active EE | $3,842 | $2,573+49.3% | $3,583+7.2% | $3,192+20.4% |
| Admin fee / account holder | $2,898 | $3,515-17.5% | $4,880-40.6% | $4,297-32.6% |