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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 | $45,120 | $45,566-1.0% | $64,105-29.6% | $59,633-24.3% |
| Participation rate | 96.6% | 60.2%+36.4pp | 68.2%+28.4pp | 68.7%+27.9pp |
| Annual return | -2.36% | 4.95%-7.3pp | 791.24%-793.6pp | 2041.45%-2043.8pp |
| Employer contribution / active EE | $1,500 | $934+60.5% | $1,820-17.6% | $2,203-31.9% |
| Participant deferral / active EE | $1,208 | $2,057-41.2% | $2,822-57.2% | $3,192-62.1% |
| Admin fee / account holder | $938 | $3,268-71.3% | $4,499-79.2% | $4,297-78.2% |