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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 | $29,701 | $45,152-34.2% | $73,836-59.8% | $59,633-50.2% |
| Participation rate | 81.6% | 64.0%+17.6pp | 73.4%+8.1pp | 68.7%+12.9pp |
| Annual return | -1.71% | 27.40%-29.1pp | 2268.06%-2269.8pp | 2041.45%-2043.2pp |
| Employer contribution / active EE | $1,221 | $1,901-35.8% | $2,787-56.2% | $2,203-44.6% |
| Participant deferral / active EE | $4,818 | $2,573+87.3% | $3,583+34.5% | $3,192+51.0% |
| Admin fee / account holder | $1,303 | $3,515-62.9% | $4,882-73.3% | $4,297-69.7% |