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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 | $41,267 | $56,197-26.6% | $67,652-39.0% | $59,633-30.8% |
| Participation rate | 77.0% | 71.5%+5.6pp | 75.7%+1.4pp | 68.7%+8.4pp |
| Annual return | -1.57% | 18508.10%-18509.7pp | 6625.40%-6627.0pp | 2041.45%-2043.0pp |
| Employer contribution / active EE | $412 | $1,615-74.5% | $2,266-81.8% | $2,203-81.3% |
| Participant deferral / active EE | $2,996 | $2,844+5.4% | $3,560-15.8% | $3,192-6.1% |
| Admin fee / account holder | $3,806 | $3,958-3.8% | $4,821-21.1% | $4,297-11.4% |