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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 | $32,309 | $45,152-28.4% | $73,836-56.2% | $59,633-45.8% |
| Participation rate | 96.4% | 64.0%+32.4pp | 73.4%+23.0pp | 68.7%+27.8pp |
| Annual return | -0.49% | 27.40%-27.9pp | 2268.06%-2268.5pp | 2041.45%-2041.9pp |
| Employer contribution / active EE | $1,386 | $1,901-27.1% | $2,787-50.3% | $2,203-37.1% |
| Participant deferral / active EE | $2,412 | $2,573-6.3% | $3,583-32.7% | $3,192-24.4% |
| Admin fee / account holder | $2,138 | $3,515-39.2% | $4,882-56.2% | $4,297-50.3% |