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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 | $27,363 | $54,380-49.7% | $68,509-60.1% | $59,633-54.1% |
| Participation rate | 95.1% | 70.2%+24.9pp | 74.7%+20.4pp | 68.7%+26.4pp |
| Annual return | -0.36% | 2.83%-3.2pp | 8.27%-8.6pp | 2041.45%-2041.8pp |
| Employer contribution / active EE | $1,149 | $1,539-25.3% | $2,278-49.6% | $2,203-47.9% |
| Participant deferral / active EE | $2,095 | $2,643-20.7% | $3,382-38.1% | $3,192-34.4% |
| Admin fee / account holder | $2,384 | $3,885-38.6% | $5,275-54.8% | $4,297-44.5% |