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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 | $26,053 | $57,352-54.6% | $83,830-68.9% | $64,173-59.4% |
| Participation rate | 96.9% | 68.6%+28.3pp | 76.1%+20.7pp | 69.6%+27.3pp |
| Annual return | -1.40% | 11.38%-12.8pp | 850.97%-852.4pp | 7.63%-9.0pp |
| Employer contribution / active EE | $2,968 | $2,546+16.6% | $3,631-18.3% | $2,381+24.7% |
| Participant deferral / active EE | $4,424 | $2,993+47.8% | $4,082+8.4% | $3,470+27.5% |
| Admin fee / account holder | $882 | $4,046-78.2% | $5,479-83.9% | $4,887-82.0% |