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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 | $24,422 | $75,828-67.8% | $147,617-83.5% | $59,632-59.0% |
| Participation rate | 97.1% | 71.6%+25.5pp | 84.6%+12.5pp | 68.7%+28.4pp |
| Annual return | -2.46% | 0.37%-2.8pp | 61.98%-64.4pp | 2041.32%-2043.8pp |
| Employer contribution / active EE | $2,192 | $3,485-37.1% | $5,565-60.6% | $2,203-0.5% |
| Participant deferral / active EE | $1,994 | $3,130-36.3% | $4,895-59.3% | $3,192-37.5% |
| Admin fee / account holder | $1,256 | $5,985-79.0% | $11,611-89.2% | $4,297-70.8% |