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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 | $40,385 | $49,177-17.9% | $79,467-49.2% | $64,173-37.1% |
| Participation rate | 77.4% | 65.0%+12.4pp | 73.3%+4.1pp | 69.6%+7.8pp |
| Annual return | -2.61% | -1.16%-1.4pp | 718.30%-720.9pp | 7.63%-10.2pp |
| Employer contribution / active EE | $0 | $2,076-100.0% | $2,800-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $3,245 | $2,821+15.0% | $3,704-12.4% | $3,470-6.5% |
| Admin fee / account holder | $665 | $3,839-82.7% | $5,104-87.0% | $4,887-86.4% |