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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 | $25,191 | $54,380-53.7% | $68,509-63.2% | $59,633-57.8% |
| Participation rate | 96.3% | 70.2%+26.1pp | 74.7%+21.6pp | 68.7%+27.6pp |
| Annual return | -1.73% | 2.83%-4.6pp | 8.27%-10.0pp | 2041.45%-2043.2pp |
| Employer contribution / active EE | $2,068 | $1,539+34.4% | $2,278-9.2% | $2,203-6.1% |
| Participant deferral / active EE | $2,138 | $2,643-19.1% | $3,382-36.8% | $3,192-33.0% |
| Admin fee / account holder | $1,311 | $3,885-66.3% | $5,275-75.1% | $4,297-69.5% |