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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 | $39,859 | $75,832-47.4% | $147,617-73.0% | $59,633-33.2% |
| Participation rate | 96.2% | 71.6%+24.6pp | 84.6%+11.5pp | 68.7%+27.5pp |
| Annual return | -0.34% | 0.37%-0.7pp | 61.98%-62.3pp | 2041.45%-2041.8pp |
| Employer contribution / active EE | $1,665 | $3,485-52.2% | $5,564-70.1% | $2,203-24.4% |
| Participant deferral / active EE | $3,342 | $3,131+6.7% | $4,895-31.7% | $3,192+4.7% |
| Admin fee / account holder | $1,843 | $5,986-69.2% | $11,612-84.1% | $4,297-57.1% |