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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 | $22,338 | $37,446-40.3% | $77,513-71.2% | $79,852-72.0% |
| Participation rate | 98.4% | 41.5%+56.9pp | 54.2%+44.2pp | 69.6%+28.7pp |
| Annual return | 0.00% | 39.76%-39.8pp | 54.81%-54.8pp | 31.72%-31.7pp |
| Employer contribution / active EE | $3,491 | $637+447.9% | $987+253.8% | $2,471+41.3% |
| Participant deferral / active EE | $1,860 | $1,261+47.5% | $1,861-0.1% | $3,740-50.3% |
| Admin fee / account holder | $1,217 | $2,506-51.4% | $2,859-57.4% | $5,306-77.1% |