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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 | $32,382 | $49,177-34.2% | $79,466-59.3% | $64,173-49.5% |
| Participation rate | 96.1% | 65.0%+31.0pp | 73.3%+22.7pp | 69.6%+26.5pp |
| Annual return | -2.38% | -1.16%-1.2pp | 718.28%-720.7pp | 7.63%-10.0pp |
| Employer contribution / active EE | $1,219 | $2,076-41.3% | $2,800-56.5% | $2,381-48.8% |
| Participant deferral / active EE | $2,714 | $2,821-3.8% | $3,704-26.7% | $3,470-21.8% |
| Admin fee / account holder | $4,555 | $3,839+18.7% | $5,104-10.8% | $4,887-6.8% |