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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 | $12,807 | $39,798-67.8% | $67,711-81.1% | $59,632-78.5% |
| Participation rate | 76.3% | 57.4%+19.0pp | 67.5%+8.8pp | 68.7%+7.6pp |
| Annual return | 1.75% | 89.94%-88.2pp | 25.41%-23.7pp | 2041.32%-2039.6pp |
| Employer contribution / active EE | $1,292 | $1,393-7.2% | $2,559-49.5% | $2,203-41.3% |
| Participant deferral / active EE | $1,412 | $2,335-39.5% | $3,585-60.6% | $3,192-55.8% |
| Admin fee / account holder | $2,113 | $3,212-34.2% | $4,255-50.3% | $4,297-50.8% |