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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 | $34,456 | $56,199-38.7% | $67,652-49.1% | $59,632-42.2% |
| Participation rate | 90.9% | 71.5%+19.4pp | 75.7%+15.2pp | 68.7%+22.2pp |
| Annual return | -1.40% | 18505.31%-18506.7pp | 6625.04%-6626.4pp | 2041.32%-2042.7pp |
| Employer contribution / active EE | $376 | $1,614-76.7% | $2,266-83.4% | $2,203-82.9% |
| Participant deferral / active EE | $2,444 | $2,844-14.0% | $3,560-31.3% | $3,192-23.4% |
| Admin fee / account holder | $3,593 | $3,958-9.2% | $4,821-25.5% | $4,297-16.4% |