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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 | $73,925 | $56,197+31.5% | $67,652+9.3% | $59,633+24.0% |
| Participation rate | 78.4% | 71.5%+6.9pp | 75.7%+2.7pp | 68.7%+9.7pp |
| Annual return | -1.31% | 18508.10%-18509.4pp | 6625.40%-6626.7pp | 2041.45%-2042.8pp |
| Employer contribution / active EE | $0 | $1,615-100.0% | $2,266-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $4,789 | $2,844+68.4% | $3,560+34.5% | $3,192+50.0% |
| Admin fee / account holder | $583 | $3,958-85.3% | $4,821-87.9% | $4,297-86.4% |