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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 | $26,979 | $45,152-40.2% | $73,843-63.5% | $59,632-54.8% |
| Participation rate | 87.9% | 64.0%+23.9pp | 73.4%+14.5pp | 68.7%+19.3pp |
| Annual return | -0.74% | 27.40%-28.1pp | 2267.91%-2268.7pp | 2041.32%-2042.1pp |
| Employer contribution / active EE | $2,703 | $1,902+42.1% | $2,787-3.0% | $2,203+22.7% |
| Participant deferral / active EE | $2,294 | $2,574-10.9% | $3,583-36.0% | $3,192-28.1% |
| Admin fee / account holder | $1,634 | $3,516-53.5% | $4,880-66.5% | $4,297-62.0% |