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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 | $30,055 | $47,977-37.4% | $154,108-80.5% | $56,289-46.6% |
| Participation rate | 94.2% | 66.2%+28.1pp | 83.0%+11.2pp | 69.9%+24.4pp |
| Annual return | -1.26% | 3.54%-4.8pp | 735.21%-736.5pp | -9.96%+8.7pp |
| Employer contribution / active EE | $2,112 | $2,169-2.6% | $5,298-60.1% | $2,1110% |
| Participant deferral / active EE | $2,090 | $2,392-12.6% | $5,081-58.9% | $3,350-37.6% |
| Admin fee / account holder | $596 | $438+35.9% | $13,411-95.6% | $521+14.3% |