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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 | $41,080 | $56,197-26.9% | $67,652-39.3% | $59,633-31.1% |
| Participation rate | 85.1% | 71.5%+13.6pp | 75.7%+9.4pp | 68.7%+16.4pp |
| Annual return | -1.22% | 18508.10%-18509.3pp | 6625.40%-6626.6pp | 2041.45%-2042.7pp |
| Employer contribution / active EE | $1,101 | $1,615-31.8% | $2,266-51.4% | $2,203-50.0% |
| Participant deferral / active EE | $2,913 | $2,844+2.5% | $3,560-18.2% | $3,192-8.7% |
| Admin fee / account holder | $1,586 | $3,958-59.9% | $4,821-67.1% | $4,297-63.1% |