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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 | $37,503 | $44,850-16.4% | $60,547-38.1% | $59,633-37.1% |
| Participation rate | 80.0% | 59.5%+20.5pp | 68.0%+12.0pp | 68.7%+11.3pp |
| Annual return | -2.13% | 1074.14%-1076.3pp | 335.64%-337.8pp | 2041.45%-2043.6pp |
| Employer contribution / active EE | $666 | $1,462-54.4% | $2,419-72.5% | $2,203-69.7% |
| Participant deferral / active EE | $3,291 | $2,230+47.6% | $3,328-1.1% | $3,192+3.1% |
| Admin fee / account holder | $921 | $3,635-74.7% | $4,536-79.7% | $4,297-78.6% |