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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 | $37,343 | $57,352-34.9% | $83,831-55.5% | $64,173-41.8% |
| Participation rate | 75.0% | 68.6%+6.4pp | 76.1%-1.1pp | 69.6%+5.4pp |
| Annual return | -2.17% | 11.38%-13.6pp | 850.99%-853.2pp | 7.63%-9.8pp |
| Employer contribution / active EE | $0 | $2,546-100.0% | $3,631-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $3,804 | $2,993+27.1% | $4,082-6.8% | $3,470+9.6% |
| Admin fee / account holder | $3,267 | $4,046-19.3% | $5,479-40.4% | $4,887-33.2% |