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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 | $35,068 | $49,177-28.7% | $79,466-55.9% | $64,173-45.4% |
| Participation rate | 88.0% | 65.0%+23.0pp | 73.3%+14.7pp | 69.6%+18.4pp |
| Annual return | -4.04% | -1.16%-2.9pp | 718.28%-722.3pp | 7.63%-11.7pp |
| Employer contribution / active EE | $3,545 | $2,076+70.7% | $2,800+26.6% | $2,381+48.9% |
| Participant deferral / active EE | $2,425 | $2,821-14.0% | $3,704-34.5% | $3,470-30.1% |
| Admin fee / account holder | $3,722 | $3,839-3.0% | $5,104-27.1% | $4,887-23.8% |