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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 | $26,808 | $56,197-52.3% | $67,652-60.4% | $59,633-55.0% |
| Participation rate | 96.8% | 71.5%+25.3pp | 75.7%+21.1pp | 68.7%+28.1pp |
| Annual return | -1.74% | 18508.10%-18509.8pp | 6625.40%-6627.1pp | 2041.45%-2043.2pp |
| Employer contribution / active EE | $2,777 | $1,615+72.0% | $2,266+22.6% | $2,203+26.1% |
| Participant deferral / active EE | $3,097 | $2,844+8.9% | $3,560-13.0% | $3,192-3.0% |
| Admin fee / account holder | $858 | $3,958-78.3% | $4,821-82.2% | $4,297-80.0% |