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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 | $39,784 | $45,152-11.9% | $73,836-46.1% | $59,633-33.3% |
| Participation rate | 70.3% | 64.0%+6.3pp | 73.4%-3.1pp | 68.7%+1.7pp |
| Annual return | -0.24% | 27.40%-27.6pp | 2268.06%-2268.3pp | 2041.45%-2041.7pp |
| Employer contribution / active EE | $1,449 | $1,901-23.8% | $2,787-48.0% | $2,203-34.2% |
| Participant deferral / active EE | $1,964 | $2,573-23.7% | $3,583-45.2% | $3,192-38.5% |
| Admin fee / account holder | $947 | $3,515-73.1% | $4,882-80.6% | $4,297-78.0% |