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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 | $28,962 | $45,152-35.9% | $73,836-60.8% | $59,633-51.4% |
| Participation rate | 90.2% | 64.0%+26.1pp | 73.4%+16.7pp | 68.7%+21.5pp |
| Annual return | -0.96% | 27.40%-28.4pp | 2268.06%-2269.0pp | 2041.45%-2042.4pp |
| Employer contribution / active EE | $1,885 | $1,901-0.8% | $2,787-32.4% | $2,203-14.4% |
| Participant deferral / active EE | $1,020 | $2,573-60.3% | $3,583-71.5% | $3,192-68.0% |
| Admin fee / account holder | $846 | $3,515-75.9% | $4,882-82.7% | $4,297-80.3% |