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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 | $35,146 | $45,152-22.2% | $73,836-52.4% | $59,633-41.1% |
| Participation rate | 93.1% | 64.0%+29.1pp | 73.4%+19.7pp | 68.7%+24.4pp |
| Annual return | -1.09% | 27.40%-28.5pp | 2268.06%-2269.1pp | 2041.45%-2042.5pp |
| Employer contribution / active EE | $1,527 | $1,901-19.7% | $2,787-45.2% | $2,203-30.7% |
| Participant deferral / active EE | $3,089 | $2,573+20.0% | $3,583-13.8% | $3,192-3.2% |
| Admin fee / account holder | $1,679 | $3,515-52.2% | $4,882-65.6% | $4,297-60.9% |