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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 | $53,075 | $56,197-5.6% | $67,652-21.5% | $59,633-11.0% |
| Participation rate | 100.0% | 71.5%+28.5pp | 75.7%+24.3pp | 68.7%+31.3pp |
| Annual return | -1.77% | 18508.10%-18509.9pp | 6625.40%-6627.2pp | 2041.45%-2043.2pp |
| Employer contribution / active EE | $3,414 | $1,615+111.5% | $2,266+50.7% | $2,203+55.0% |
| Participant deferral / active EE | $3,699 | $2,844+30.1% | $3,560+3.9% | $3,192+15.9% |
| Admin fee / account holder | $2,394 | $3,958-39.5% | $4,821-50.3% | $4,297-44.3% |