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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 | $29,256 | $56,197-47.9% | $67,652-56.8% | $59,633-50.9% |
| Participation rate | 81.4% | 71.5%+9.9pp | 75.7%+5.7pp | 68.7%+12.7pp |
| Annual return | -0.14% | 18508.10%-18508.2pp | 6625.40%-6625.5pp | 2041.45%-2041.6pp |
| Employer contribution / active EE | $1,721 | $1,615+6.6% | $2,266-24.0% | $2,203-21.8% |
| Participant deferral / active EE | $2,740 | $2,844-3.6% | $3,560-23.0% | $3,192-14.1% |
| Admin fee / account holder | $12,566 | $3,958+217.5% | $4,821+160.7% | $4,297+192.4% |