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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 | $23,935 | $45,152-47.0% | $73,836-67.6% | $59,633-59.9% |
| Participation rate | 93.9% | 64.0%+29.9pp | 73.4%+20.5pp | 68.7%+25.2pp |
| Annual return | -1.98% | 27.40%-29.4pp | 2268.06%-2270.0pp | 2041.45%-2043.4pp |
| Employer contribution / active EE | $1,789 | $1,901-5.9% | $2,787-35.8% | $2,203-18.8% |
| Participant deferral / active EE | $3,200 | $2,573+24.4% | $3,583-10.7% | $3,192+0.3% |
| Admin fee / account holder | $1,123 | $3,515-68.0% | $4,882-77.0% | $4,297-73.9% |