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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 | $58,102 | $56,200+3.4% | $67,653-14.1% | $59,633-2.6% |
| Participation rate | 100.0% | 71.5%+28.5pp | 75.7%+24.3pp | 68.7%+31.3pp |
| Annual return | -1.37% | 18506.71%-18508.1pp | 6625.22%-6626.6pp | 2041.40%-2042.8pp |
| Employer contribution / active EE | $4,603 | $1,615+185.1% | $2,266+103.2% | $2,203+109.0% |
| Participant deferral / active EE | $2,979 | $2,843+4.8% | $3,560-16.3% | $3,192-6.7% |
| Admin fee / account holder | $2,816 | $3,959-28.9% | $4,821-41.6% | $4,297-34.5% |