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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 | $30,274 | $75,832-60.1% | $147,617-79.5% | $59,633-49.2% |
| Participation rate | 87.0% | 71.6%+15.5pp | 84.6%+2.4pp | 68.7%+18.4pp |
| Annual return | 0.22% | 0.37%-0.1pp | 61.98%-61.8pp | 2041.45%-2041.2pp |
| Employer contribution / active EE | $2,097 | $3,485-39.8% | $5,564-62.3% | $2,203-4.8% |
| Participant deferral / active EE | $1,547 | $3,131-50.6% | $4,895-68.4% | $3,192-51.5% |
| Admin fee / account holder | $1,513 | $5,986-74.7% | $11,612-87.0% | $4,297-64.8% |