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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 | $20,272 | $59,332-65.8% | $90,223-77.5% | $59,633-66.0% |
| Participation rate | 97.8% | 71.9%+25.9pp | 79.0%+18.7pp | 68.7%+29.1pp |
| Annual return | -0.37% | 3.25%-3.6pp | 1.31%-1.7pp | 2041.45%-2041.8pp |
| Employer contribution / active EE | $1,467 | $3,031-51.6% | $4,378-66.5% | $2,203-33.4% |
| Participant deferral / active EE | $2,230 | $4,369-48.9% | $5,792-61.5% | $3,192-30.1% |
| Admin fee / account holder | $827 | $5,032-83.6% | $7,406-88.8% | $4,297-80.8% |