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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 | $33,708 | $56,200-40.0% | $67,653-50.2% | $59,633-43.5% |
| Participation rate | 87.0% | 71.5%+15.6pp | 75.7%+11.4pp | 68.7%+18.4pp |
| Annual return | -1.33% | 18506.71%-18508.0pp | 6625.22%-6626.6pp | 2041.40%-2042.7pp |
| Employer contribution / active EE | $402 | $1,615-75.1% | $2,266-82.2% | $2,203-81.7% |
| Participant deferral / active EE | $2,476 | $2,843-12.9% | $3,560-30.5% | $3,192-22.4% |
| Admin fee / account holder | $458 | $3,959-88.4% | $4,821-90.5% | $4,297-89.3% |