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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 | $65,216 | $56,197+16.0% | $67,652-3.6% | $59,633+9.4% |
| Participation rate | 97.9% | 71.5%+26.4pp | 75.7%+22.2pp | 68.7%+29.2pp |
| Annual return | -0.33% | 18508.10%-18508.4pp | 6625.40%-6625.7pp | 2041.45%-2041.8pp |
| Employer contribution / active EE | $886 | $1,615-45.1% | $2,266-60.9% | $2,203-59.8% |
| Participant deferral / active EE | $5,319 | $2,844+87.0% | $3,560+49.4% | $3,192+66.6% |
| Admin fee / account holder | $621 | $3,958-84.3% | $4,821-87.1% | $4,297-85.5% |