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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 | $25,226 | $75,832-66.7% | $147,617-82.9% | $59,633-57.7% |
| Participation rate | 100.0% | 71.6%+28.4pp | 84.6%+15.4pp | 68.7%+31.3pp |
| Annual return | 2.40% | 0.37%+2.0pp | 61.98%-59.6pp | 2041.45%-2039.0pp |
| Employer contribution / active EE | $1,870 | $3,485-46.3% | $5,564-66.4% | $2,203-15.1% |
| Participant deferral / active EE | $2,357 | $3,131-24.7% | $4,895-51.9% | $3,192-26.2% |
| Admin fee / account holder | $3,238 | $5,986-45.9% | $11,612-72.1% | $4,297-24.6% |