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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 | $49,681 | $56,197-11.6% | $67,652-26.6% | $59,633-16.7% |
| Participation rate | 85.7% | 71.5%+14.2pp | 75.7%+10.0pp | 68.7%+17.0pp |
| Annual return | -1.46% | 18508.10%-18509.6pp | 6625.40%-6626.9pp | 2041.45%-2042.9pp |
| Employer contribution / active EE | $2,410 | $1,615+49.3% | $2,266+6.4% | $2,203+9.4% |
| Participant deferral / active EE | $4,685 | $2,844+64.7% | $3,560+31.6% | $3,192+46.8% |
| Admin fee / account holder | $1,134 | $3,958-71.3% | $4,821-76.5% | $4,297-73.6% |