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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 | $60,007 | $75,962-21.0% | $154,108-61.1% | $64,173-6.5% |
| Participation rate | 96.7% | 70.4%+26.3pp | 83.0%+13.6pp | 69.6%+27.1pp |
| Annual return | -0.02% | 30.32%-30.3pp | 735.21%-735.2pp | 7.63%-7.7pp |
| Employer contribution / active EE | $2,000 | $3,350-40.3% | $5,298-62.2% | $2,381-16.0% |
| Participant deferral / active EE | $3,295 | $3,175+3.8% | $5,081-35.1% | $3,470-5.0% |
| Admin fee / account holder | $1,377 | $5,589-75.4% | $13,411-89.7% | $4,887-71.8% |