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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 | $39,945 | $56,199-28.9% | $67,652-41.0% | $59,632-33.0% |
| Participation rate | 84.6% | 71.5%+13.1pp | 75.7%+9.0pp | 68.7%+15.9pp |
| Annual return | -0.20% | 18505.31%-18505.5pp | 6625.04%-6625.2pp | 2041.32%-2041.5pp |
| Employer contribution / active EE | $1,484 | $1,614-8.1% | $2,266-34.5% | $2,203-32.6% |
| Participant deferral / active EE | $2,486 | $2,844-12.6% | $3,560-30.2% | $3,192-22.1% |
| Admin fee / account holder | $6,160 | $3,958+55.6% | $4,821+27.8% | $4,297+43.3% |