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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 | $23,208 | $45,152-48.6% | $73,836-68.6% | $59,633-61.1% |
| Participation rate | 85.0% | 64.0%+21.0pp | 73.4%+11.6pp | 68.7%+16.3pp |
| Annual return | 0.07% | 27.40%-27.3pp | 2268.06%-2268.0pp | 2041.45%-2041.4pp |
| Employer contribution / active EE | $355 | $1,901-81.3% | $2,787-87.3% | $2,203-83.9% |
| Participant deferral / active EE | $833 | $2,573-67.6% | $3,583-76.8% | $3,192-73.9% |
| Admin fee / account holder | $485 | $3,515-86.2% | $4,882-90.1% | $4,297-88.7% |