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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 | $38,701 | $54,380-28.8% | $68,509-43.5% | $59,633-35.1% |
| Participation rate | 96.3% | 70.2%+26.1pp | 74.7%+21.6pp | 68.7%+27.6pp |
| Annual return | -2.05% | 2.83%-4.9pp | 8.27%-10.3pp | 2041.45%-2043.5pp |
| Employer contribution / active EE | $929 | $1,539-39.6% | $2,278-59.2% | $2,203-57.8% |
| Participant deferral / active EE | $2,996 | $2,643+13.3% | $3,382-11.4% | $3,192-6.1% |
| Admin fee / account holder | $7,092 | $3,885+82.5% | $5,275+34.4% | $4,297+65.0% |