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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 | $30,134 | $45,152-33.3% | $73,836-59.2% | $59,633-49.5% |
| Participation rate | 81.5% | 64.0%+17.5pp | 73.4%+8.1pp | 68.7%+12.9pp |
| Annual return | -0.84% | 27.40%-28.2pp | 2268.06%-2268.9pp | 2041.45%-2042.3pp |
| Employer contribution / active EE | $4,585 | $1,901+141.2% | $2,787+64.5% | $2,203+108.2% |
| Participant deferral / active EE | $3,023 | $2,573+17.5% | $3,583-15.6% | $3,192-5.3% |
| Admin fee / account holder | $830 | $3,515-76.4% | $4,882-83.0% | $4,297-80.7% |