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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 | $62,947 | $56,200+12.0% | $67,653-7.0% | $59,633+5.6% |
| Participation rate | 91.8% | 71.5%+20.4pp | 75.7%+16.2pp | 68.7%+23.2pp |
| Annual return | 0.02% | 18506.71%-18506.7pp | 6625.22%-6625.2pp | 2041.40%-2041.4pp |
| Employer contribution / active EE | $2,123 | $1,615+31.5% | $2,266-6.3% | $2,203-3.6% |
| Participant deferral / active EE | $1,492 | $2,843-47.5% | $3,560-58.1% | $3,192-53.3% |
| Admin fee / account holder | $23,859 | $3,959+502.7% | $4,821+394.9% | $4,297+455.2% |