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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 | $38,228 | $45,152-15.3% | $73,835-48.2% | $59,633-35.9% |
| Participation rate | 93.1% | 64.0%+29.1pp | 73.4%+19.7pp | 68.7%+24.4pp |
| Annual return | -1.57% | 27.40%-29.0pp | 2268.13%-2269.7pp | 2041.40%-2043.0pp |
| Employer contribution / active EE | $3,041 | $1,901+59.9% | $2,788+9.1% | $2,203+38.1% |
| Participant deferral / active EE | $4,310 | $2,573+67.5% | $3,583+20.3% | $3,192+35.1% |
| Admin fee / account holder | $4,104 | $3,515+16.8% | $4,880-15.9% | $4,297-4.5% |