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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 | $43,021 | $75,832-43.3% | $147,617-70.9% | $59,633-27.9% |
| Participation rate | 96.2% | 71.6%+24.6pp | 84.6%+11.5pp | 68.7%+27.5pp |
| Annual return | -0.57% | 0.37%-0.9pp | 61.98%-62.6pp | 2041.45%-2042.0pp |
| Employer contribution / active EE | $1,053 | $3,485-69.8% | $5,564-81.1% | $2,203-52.2% |
| Participant deferral / active EE | $1,839 | $3,131-41.3% | $4,895-62.4% | $3,192-42.4% |
| Admin fee / account holder | $1,303 | $5,986-78.2% | $11,612-88.8% | $4,297-69.7% |