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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 | $35,884 | $45,152-20.5% | $73,836-51.4% | $59,633-39.8% |
| Participation rate | 97.6% | 64.0%+33.6pp | 73.4%+24.2pp | 68.7%+28.9pp |
| Annual return | -0.68% | 27.40%-28.1pp | 2268.06%-2268.7pp | 2041.45%-2042.1pp |
| Employer contribution / active EE | $714 | $1,901-62.4% | $2,787-74.4% | $2,203-67.6% |
| Participant deferral / active EE | $4,419 | $2,573+71.8% | $3,583+23.3% | $3,192+38.5% |
| Admin fee / account holder | $3,718 | $3,515+5.8% | $4,882-23.8% | $4,297-13.5% |