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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 | $40,589 | $56,197-27.8% | $67,652-40.0% | $59,633-31.9% |
| Participation rate | 88.0% | 71.5%+16.5pp | 75.7%+12.3pp | 68.7%+19.3pp |
| Annual return | -0.88% | 18508.10%-18509.0pp | 6625.40%-6626.3pp | 2041.45%-2042.3pp |
| Employer contribution / active EE | $1,743 | $1,615+8.0% | $2,266-23.0% | $2,203-20.8% |
| Participant deferral / active EE | $1,940 | $2,844-31.8% | $3,560-45.5% | $3,192-39.2% |
| Admin fee / account holder | $4,210 | $3,958+6.4% | $4,821-12.7% | $4,297-2.0% |