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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 | $36,355 | $75,828-52.1% | $147,617-75.4% | $59,632-39.0% |
| Participation rate | 94.7% | 71.6%+23.2pp | 84.6%+10.1pp | 68.7%+26.1pp |
| Annual return | -0.70% | 0.37%-1.1pp | 61.98%-62.7pp | 2041.32%-2042.0pp |
| Employer contribution / active EE | $1,680 | $3,485-51.8% | $5,565-69.8% | $2,203-23.7% |
| Participant deferral / active EE | $3,741 | $3,130+19.5% | $4,895-23.6% | $3,192+17.2% |
| Admin fee / account holder | $1,216 | $5,985-79.7% | $11,611-89.5% | $4,297-71.7% |