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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 | $30,972 | $56,197-44.9% | $67,652-54.2% | $59,633-48.1% |
| Participation rate | 98.5% | 71.5%+27.1pp | 75.7%+22.9pp | 68.7%+29.9pp |
| Annual return | -0.40% | 18508.10%-18508.5pp | 6625.40%-6625.8pp | 2041.45%-2041.8pp |
| Employer contribution / active EE | $1,780 | $1,615+10.2% | $2,266-21.4% | $2,203-19.2% |
| Participant deferral / active EE | $3,195 | $2,844+12.4% | $3,560-10.3% | $3,192+0.1% |
| Admin fee / account holder | $964 | $3,958-75.6% | $4,821-80.0% | $4,297-77.6% |