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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 | $35,964 | $39,798-9.6% | $67,704-46.9% | $59,633-39.7% |
| Participation rate | 70.0% | 57.4%+12.6pp | 67.5%+2.5pp | 68.7%+1.3pp |
| Annual return | 0.30% | 89.94%-89.6pp | 25.41%-25.1pp | 2041.45%-2041.1pp |
| Employer contribution / active EE | $1,312 | $1,393-5.8% | $2,559-48.7% | $2,203-40.4% |
| Participant deferral / active EE | $3,061 | $2,335+31.1% | $3,585-14.6% | $3,192-4.1% |
| Admin fee / account holder | $6,879 | $3,212+114.2% | $4,255+61.7% | $4,297+60.1% |