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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 | $60,770 | $56,197+8.1% | $67,652-10.2% | $59,633+1.9% |
| Participation rate | 92.2% | 71.5%+20.7pp | 75.7%+16.5pp | 68.7%+23.5pp |
| Annual return | -0.49% | 18508.10%-18508.6pp | 6625.40%-6625.9pp | 2041.45%-2041.9pp |
| Employer contribution / active EE | $1,771 | $1,615+9.7% | $2,266-21.8% | $2,203-19.6% |
| Participant deferral / active EE | $2,946 | $2,844+3.6% | $3,560-17.3% | $3,192-7.7% |
| Admin fee / account holder | $338 | $3,958-91.5% | $4,821-93.0% | $4,297-92.1% |