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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 | $38,909 | $54,380-28.5% | $68,509-43.2% | $59,633-34.8% |
| Participation rate | 98.3% | 70.2%+28.1pp | 74.7%+23.6pp | 68.7%+29.6pp |
| Annual return | -1.65% | 2.83%-4.5pp | 8.27%-9.9pp | 2041.45%-2043.1pp |
| Employer contribution / active EE | $1,864 | $1,539+21.2% | $2,278-18.1% | $2,203-15.4% |
| Participant deferral / active EE | $0 | $2,643-100.0% | $3,382-100.0% | $3,192-100.0% |
| Admin fee / account holder | $3,534 | $3,885-9.0% | $5,275-33.0% | $4,297-17.7% |