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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 | $53,216 | $44,850+18.7% | $60,547-12.1% | $59,633-10.8% |
| Participation rate | 85.2% | 59.5%+25.7pp | 68.0%+17.2pp | 68.7%+16.5pp |
| Annual return | -2.43% | 1074.14%-1076.6pp | 335.64%-338.1pp | 2041.45%-2043.9pp |
| Employer contribution / active EE | $1,277 | $1,462-12.6% | $2,419-47.2% | $2,203-42.0% |
| Participant deferral / active EE | $2,177 | $2,230-2.4% | $3,328-34.6% | $3,192-31.8% |
| Admin fee / account holder | $424 | $3,635-88.3% | $4,536-90.7% | $4,297-90.1% |