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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 | $40,440 | $52,519-23.0% | $155,789-74.0% | $59,633-32.2% |
| Participation rate | 75.0% | 61.7%+13.3pp | 76.1%-1.1pp | 68.7%+6.3pp |
| Annual return | 0.16% | 53.51%-53.4pp | 71.54%-71.4pp | 2041.45%-2041.3pp |
| Employer contribution / active EE | $294 | $1,589-81.5% | $3,839-92.4% | $2,203-86.7% |
| Participant deferral / active EE | $2,245 | $3,084-27.2% | $4,798-53.2% | $3,192-29.7% |
| Admin fee / account holder | $1,912 | $3,540-46.0% | $7,477-74.4% | $4,297-55.5% |