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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 | $39,073 | $45,152-13.5% | $73,835-47.1% | $59,633-34.5% |
| Participation rate | 96.9% | 64.0%+32.9pp | 73.4%+23.5pp | 68.7%+28.3pp |
| Annual return | -0.40% | 27.40%-27.8pp | 2268.13%-2268.5pp | 2041.40%-2041.8pp |
| Employer contribution / active EE | $4,806 | $1,901+152.8% | $2,788+72.4% | $2,203+118.2% |
| Participant deferral / active EE | $1,679 | $2,573-34.7% | $3,583-53.1% | $3,192-47.4% |
| Admin fee / account holder | $1,713 | $3,515-51.3% | $4,880-64.9% | $4,297-60.1% |