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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 | $40,313 | $57,352-29.7% | $83,830-51.9% | $64,173-37.2% |
| Participation rate | 90.6% | 68.6%+22.0pp | 76.1%+14.5pp | 69.6%+21.1pp |
| Annual return | -3.15% | 11.38%-14.5pp | 850.97%-854.1pp | 7.63%-10.8pp |
| Employer contribution / active EE | $1,162 | $2,546-54.4% | $3,631-68.0% | $2,381-51.2% |
| Participant deferral / active EE | $3,844 | $2,993+28.4% | $4,082-5.8% | $3,470+10.8% |
| Admin fee / account holder | $2,182 | $4,046-46.1% | $5,479-60.2% | $4,887-55.3% |