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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 | $29,865 | $75,828-60.6% | $147,617-79.8% | $59,632-49.9% |
| Participation rate | 92.9% | 71.6%+21.3pp | 84.6%+8.2pp | 68.7%+24.2pp |
| Annual return | 1.41% | 0.37%+1.0pp | 61.98%-60.6pp | 2041.32%-2039.9pp |
| Employer contribution / active EE | $0 | $3,485-100.0% | $5,565-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $2,990 | $3,130-4.5% | $4,895-38.9% | $3,192-6.3% |
| Admin fee / account holder | $1,202 | $5,985-79.9% | $11,611-89.6% | $4,297-72.0% |