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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 | $15,861 | $39,798-60.1% | $67,704-76.6% | $59,633-73.4% |
| Participation rate | 73.7% | 57.4%+16.3pp | 67.5%+6.2pp | 68.7%+5.0pp |
| Annual return | 0.41% | 89.94%-89.5pp | 25.41%-25.0pp | 2041.40%-2041.0pp |
| Employer contribution / active EE | $3,044 | $1,393+118.5% | $2,559+18.9% | $2,203+38.2% |
| Participant deferral / active EE | $975 | $2,335-58.2% | $3,585-72.8% | $3,192-69.4% |
| Admin fee / account holder | $3,907 | $3,212+21.6% | $4,255-8.2% | $4,297-9.1% |