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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 | $44,622 | $44,850-0.5% | $60,547-26.3% | $59,633-25.2% |
| Participation rate | 82.4% | 59.5%+23.0pp | 68.0%+14.5pp | 68.7%+13.8pp |
| Annual return | -2.28% | 1074.14%-1076.4pp | 335.64%-337.9pp | 2041.45%-2043.7pp |
| Employer contribution / active EE | $210 | $1,462-85.6% | $2,419-91.3% | $2,203-90.5% |
| Participant deferral / active EE | $3,176 | $2,230+42.4% | $3,328-4.6% | $3,192-0.5% |
| Admin fee / account holder | $476 | $3,635-86.9% | $4,536-89.5% | $4,297-88.9% |