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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 | $61,125 | $45,152+35.4% | $73,836-17.2% | $59,633+2.5% |
| Participation rate | 97.1% | 64.0%+33.1pp | 73.4%+23.7pp | 68.7%+28.5pp |
| Annual return | -2.11% | 27.40%-29.5pp | 2268.06%-2270.2pp | 2041.45%-2043.6pp |
| Employer contribution / active EE | $1,494 | $1,901-21.4% | $2,787-46.4% | $2,203-32.2% |
| Participant deferral / active EE | $2,526 | $2,573-1.8% | $3,583-29.5% | $3,192-20.8% |
| Admin fee / account holder | $2,551 | $3,515-27.4% | $4,882-47.7% | $4,297-40.6% |