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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 | $25,129 | $39,798-36.9% | $67,704-62.9% | $59,633-57.9% |
| Participation rate | 97.7% | 57.4%+40.3pp | 67.5%+30.2pp | 68.7%+29.0pp |
| Annual return | -2.50% | 89.94%-92.4pp | 25.41%-27.9pp | 2041.40%-2043.9pp |
| Employer contribution / active EE | $617 | $1,393-55.7% | $2,559-75.9% | $2,203-72.0% |
| Participant deferral / active EE | $2,793 | $2,335+19.6% | $3,585-22.1% | $3,192-12.5% |
| Admin fee / account holder | $2,365 | $3,212-26.4% | $4,255-44.4% | $4,297-45.0% |