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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 | $38,877 | $56,197-30.8% | $67,652-42.5% | $59,633-34.8% |
| Participation rate | 93.2% | 71.5%+21.7pp | 75.7%+17.6pp | 68.7%+24.5pp |
| Annual return | -2.20% | 18508.10%-18510.3pp | 6625.40%-6627.6pp | 2041.45%-2043.7pp |
| Employer contribution / active EE | $1,335 | $1,615-17.3% | $2,266-41.1% | $2,203-39.4% |
| Participant deferral / active EE | $2,471 | $2,844-13.1% | $3,560-30.6% | $3,192-22.6% |
| Admin fee / account holder | $4,141 | $3,958+4.6% | $4,821-14.1% | $4,297-3.6% |