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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 | $25,341 | $49,177-48.5% | $79,467-68.1% | $64,173-60.5% |
| Participation rate | 93.4% | 65.0%+28.4pp | 73.3%+20.1pp | 69.6%+23.9pp |
| Annual return | -6.49% | -1.16%-5.3pp | 718.30%-724.8pp | 7.63%-14.1pp |
| Employer contribution / active EE | $1,892 | $2,076-8.9% | $2,800-32.4% | $2,381-20.5% |
| Participant deferral / active EE | $1,946 | $2,821-31.0% | $3,704-47.5% | $3,470-43.9% |
| Admin fee / account holder | $2,230 | $3,839-41.9% | $5,104-56.3% | $4,887-54.4% |