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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 | $35,198 | $49,177-28.4% | $79,466-55.7% | $64,173-45.2% |
| Participation rate | 91.1% | 65.0%+26.0pp | 73.3%+17.7pp | 69.6%+21.5pp |
| Annual return | -2.75% | -1.16%-1.6pp | 718.28%-721.0pp | 7.63%-10.4pp |
| Employer contribution / active EE | $680 | $2,076-67.3% | $2,800-75.7% | $2,381-71.5% |
| Participant deferral / active EE | $2,282 | $2,821-19.1% | $3,704-38.4% | $3,470-34.2% |
| Admin fee / account holder | $2,590 | $3,839-32.5% | $5,104-49.3% | $4,887-47.0% |