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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 | $34,404 | $75,832-54.6% | $147,618-76.7% | $59,633-42.3% |
| Participation rate | 92.5% | 71.6%+20.9pp | 84.6%+7.8pp | 68.7%+23.8pp |
| Annual return | 0.89% | 0.37%+0.5pp | 61.98%-61.1pp | 2041.40%-2040.5pp |
| Employer contribution / active EE | $7,523 | $3,485+115.9% | $5,565+35.2% | $2,203+241.6% |
| Participant deferral / active EE | $1,364 | $3,131-56.4% | $4,895-72.1% | $3,192-57.3% |
| Admin fee / account holder | $2,984 | $5,986-50.2% | $11,612-74.3% | $4,297-30.6% |