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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 | $23,696 | $75,832-68.8% | $147,617-83.9% | $59,633-60.3% |
| Participation rate | 78.4% | 71.6%+6.9pp | 84.6%-6.2pp | 68.7%+9.8pp |
| Annual return | -1.70% | 0.37%-2.1pp | 61.98%-63.7pp | 2041.45%-2043.1pp |
| Employer contribution / active EE | $684 | $3,485-80.4% | $5,564-87.7% | $2,203-68.9% |
| Participant deferral / active EE | $1,711 | $3,131-45.3% | $4,895-65.0% | $3,192-46.4% |
| Admin fee / account holder | $1,745 | $5,986-70.8% | $11,612-85.0% | $4,297-59.4% |