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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 | $56,721 | $75,832-25.2% | $147,617-61.6% | $59,633-4.9% |
| Participation rate | 87.2% | 71.6%+15.6pp | 84.6%+2.6pp | 68.7%+18.5pp |
| Annual return | 3.04% | 0.37%+2.7pp | 61.98%-58.9pp | 2041.45%-2038.4pp |
| Employer contribution / active EE | $673 | $3,485-80.7% | $5,564-87.9% | $2,203-69.4% |
| Participant deferral / active EE | $2,376 | $3,131-24.1% | $4,895-51.5% | $3,192-25.5% |
| Admin fee / account holder | $2,017 | $5,986-66.3% | $11,612-82.6% | $4,297-53.1% |