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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 | $52,932 | $56,197-5.8% | $67,652-21.8% | $59,633-11.2% |
| Participation rate | 88.9% | 71.5%+17.4pp | 75.7%+13.2pp | 68.7%+20.2pp |
| Annual return | -0.77% | 18508.10%-18508.9pp | 6625.40%-6626.2pp | 2041.45%-2042.2pp |
| Employer contribution / active EE | $2,113 | $1,615+30.9% | $2,266-6.7% | $2,203-4.1% |
| Participant deferral / active EE | $1,891 | $2,844-33.5% | $3,560-46.9% | $3,192-40.7% |
| Admin fee / account holder | $485 | $3,958-87.7% | $4,821-89.9% | $4,297-88.7% |