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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 | $39,667 | $84,685-53.2% | $73,836-46.3% | $125,389-68.4% |
| Participation rate | 82.6% | 76.8%+5.8pp | 73.4%+9.2pp | 83.2%-0.6pp |
| Annual return | 0.41% | 3123.80%-3123.4pp | 2268.06%-2267.6pp | 282.24%-281.8pp |
| Employer contribution / active EE | $394 | $3,123-87.4% | $2,787-85.8% | $4,866-91.9% |
| Participant deferral / active EE | $1,704 | $3,993-57.3% | $3,583-52.4% | $5,352-68.2% |
| Admin fee / account holder | $1,199 | $5,694-79.0% | $4,882-75.5% | $9,541-87.4% |