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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 | $12,572 | $84,685-85.2% | $73,836-83.0% | $125,389-90.0% |
| Participation rate | 89.5% | 76.8%+12.7pp | 73.4%+16.0pp | 83.2%+6.3pp |
| Annual return | 0.22% | 3123.80%-3123.6pp | 2268.06%-2267.8pp | 282.24%-282.0pp |
| Employer contribution / active EE | $186 | $3,123-94.0% | $2,787-93.3% | $4,866-96.2% |
| Participant deferral / active EE | $786 | $3,993-80.3% | $3,583-78.1% | $5,352-85.3% |
| Admin fee / account holder | $1,304 | $5,694-77.1% | $4,882-73.3% | $9,541-86.3% |