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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 | $30,144 | $45,152-33.2% | $73,843-59.2% | $59,632-49.5% |
| Participation rate | 89.5% | 64.0%+25.5pp | 73.4%+16.0pp | 68.7%+20.8pp |
| Annual return | -1.70% | 27.40%-29.1pp | 2267.91%-2269.6pp | 2041.32%-2043.0pp |
| Employer contribution / active EE | $1,785 | $1,902-6.1% | $2,787-36.0% | $2,203-19.0% |
| Participant deferral / active EE | $1,673 | $2,574-35.0% | $3,583-53.3% | $3,192-47.6% |
| Admin fee / account holder | $546 | $3,516-84.5% | $4,880-88.8% | $4,297-87.3% |