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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 | $36,866 | $75,832-51.4% | $147,617-75.0% | $59,633-38.2% |
| Participation rate | 88.1% | 71.6%+16.6pp | 84.6%+3.5pp | 68.7%+19.5pp |
| Annual return | -1.43% | 0.37%-1.8pp | 61.98%-63.4pp | 2041.45%-2042.9pp |
| Employer contribution / active EE | $2,208 | $3,485-36.6% | $5,564-60.3% | $2,203+0.2% |
| Participant deferral / active EE | $3,172 | $3,131+1.3% | $4,895-35.2% | $3,192-0.6% |
| Admin fee / account holder | $2,915 | $5,986-51.3% | $11,612-74.9% | $4,297-32.2% |