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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 | $42,442 | $56,197-24.5% | $67,652-37.3% | $59,633-28.8% |
| Participation rate | 85.7% | 71.5%+14.2pp | 75.7%+10.0pp | 68.7%+17.0pp |
| Annual return | -1.08% | 18508.10%-18509.2pp | 6625.40%-6626.5pp | 2041.45%-2042.5pp |
| Employer contribution / active EE | $845 | $1,615-47.7% | $2,266-62.7% | $2,203-61.7% |
| Participant deferral / active EE | $2,107 | $2,844-25.9% | $3,560-40.8% | $3,192-34.0% |
| Admin fee / account holder | $1,287 | $3,958-67.5% | $4,821-73.3% | $4,297-70.0% |