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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 | $27,895 | $44,850-37.8% | $60,547-53.9% | $59,633-53.2% |
| Participation rate | 82.4% | 59.5%+22.9pp | 68.0%+14.4pp | 68.7%+13.7pp |
| Annual return | -1.28% | 1074.14%-1075.4pp | 335.64%-336.9pp | 2041.40%-2042.7pp |
| Employer contribution / active EE | $1,880 | $1,462+28.6% | $2,419-22.3% | $2,203-14.6% |
| Participant deferral / active EE | $4,286 | $2,230+92.2% | $3,328+28.8% | $3,192+34.3% |
| Admin fee / account holder | $1,734 | $3,635-52.3% | $4,536-61.8% | $4,297-59.7% |