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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 | $39,087 | $44,850-12.8% | $60,547-35.4% | $59,633-34.5% |
| Participation rate | 87.5% | 59.5%+28.0pp | 68.0%+19.5pp | 68.7%+18.8pp |
| Annual return | -0.68% | 1074.14%-1074.8pp | 335.64%-336.3pp | 2041.45%-2042.1pp |
| Employer contribution / active EE | $5,574 | $1,462+281.3% | $2,419+130.4% | $2,203+153.0% |
| Participant deferral / active EE | $3,113 | $2,230+39.6% | $3,328-6.5% | $3,192-2.5% |
| Admin fee / account holder | $2,020 | $3,635-44.4% | $4,536-55.5% | $4,297-53.0% |