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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 | $37,734 | $57,352-34.2% | $83,831-55.0% | $64,173-41.2% |
| Participation rate | 93.9% | 68.6%+25.3pp | 76.1%+17.8pp | 69.6%+24.4pp |
| Annual return | -2.11% | 11.38%-13.5pp | 850.99%-853.1pp | 7.63%-9.7pp |
| Employer contribution / active EE | $2,228 | $2,546-12.5% | $3,631-38.6% | $2,381-6.4% |
| Participant deferral / active EE | $4,669 | $2,993+56.0% | $4,082+14.4% | $3,470+34.6% |
| Admin fee / account holder | $6,079 | $4,046+50.2% | $5,479+11.0% | $4,887+24.4% |