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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 | $43,797 | $75,832-42.2% | $147,618-70.3% | $59,633-26.6% |
| Participation rate | 85.2% | 71.6%+13.6pp | 84.6%+0.6pp | 68.7%+16.5pp |
| Annual return | 0.84% | 0.37%+0.5pp | 61.98%-61.1pp | 2041.40%-2040.6pp |
| Employer contribution / active EE | $2,459 | $3,485-29.4% | $5,565-55.8% | $2,203+11.6% |
| Participant deferral / active EE | $3,776 | $3,131+20.6% | $4,895-22.9% | $3,192+18.3% |
| Admin fee / account holder | $1,201 | $5,986-79.9% | $11,612-89.7% | $4,297-72.0% |