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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 | $34,882 | $44,850-22.2% | $60,547-42.4% | $59,633-41.5% |
| Participation rate | 72.0% | 59.5%+12.5pp | 68.0%+4.0pp | 68.7%+3.3pp |
| Annual return | -2.09% | 1074.14%-1076.2pp | 335.64%-337.7pp | 2041.45%-2043.5pp |
| Employer contribution / active EE | $914 | $1,462-37.5% | $2,419-62.2% | $2,203-58.5% |
| Participant deferral / active EE | $1,806 | $2,230-19.0% | $3,328-45.7% | $3,192-43.4% |
| Admin fee / account holder | $2,531 | $3,635-30.4% | $4,536-44.2% | $4,297-41.1% |