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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 | $35,260 | $54,320-35.1% | $67,652-47.9% | $52,331-32.6% |
| Participation rate | 87.6% | 73.6%+14.0pp | 75.7%+12.0pp | 68.1%+19.5pp |
| Annual return | -1.14% | 6.81%-7.9pp | 6625.40%-6626.5pp | 4.54%-5.7pp |
| Employer contribution / active EE | $1,232 | $1,544-20.2% | $2,266-45.6% | $1,882-34.5% |
| Participant deferral / active EE | $3,033 | $2,950+2.8% | $3,560-14.8% | $3,022+0.4% |
| Admin fee / account holder | $1,240 | $527+135.4% | $4,821-74.3% | $592+109.6% |