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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 | $34,520 | $49,177-29.8% | $79,476-56.6% | $64,181-46.2% |
| Participation rate | 97.3% | 65.0%+32.3pp | 73.3%+24.0pp | 69.6%+27.7pp |
| Annual return | -1.01% | -1.16%+0.1pp | 718.21%-719.2pp | 7.63%-8.6pp |
| Employer contribution / active EE | $2,677 | $2,076+28.9% | $2,800-4.4% | $2,381+12.4% |
| Participant deferral / active EE | $3,321 | $2,821+17.7% | $3,704-10.3% | $3,470-4.3% |
| Admin fee / account holder | $1,303 | $3,839-66.1% | $5,113-74.5% | $4,887-73.3% |