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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 | $30,622 | $57,352-46.6% | $83,831-63.5% | $64,173-52.3% |
| Participation rate | 97.9% | 68.6%+29.3pp | 76.1%+21.8pp | 69.6%+28.3pp |
| Annual return | -4.49% | 11.38%-15.9pp | 850.99%-855.5pp | 7.63%-12.1pp |
| Employer contribution / active EE | $2,749 | $2,546+8.0% | $3,631-24.3% | $2,381+15.5% |
| Participant deferral / active EE | $3,088 | $2,993+3.2% | $4,082-24.3% | $3,470-11.0% |
| Admin fee / account holder | $2,433 | $4,046-39.9% | $5,479-55.6% | $4,887-50.2% |