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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 | $40,782 | $56,197-27.4% | $67,652-39.7% | $59,633-31.6% |
| Participation rate | 87.1% | 71.5%+15.7pp | 75.7%+11.5pp | 68.7%+18.5pp |
| Annual return | -1.22% | 18508.10%-18509.3pp | 6625.40%-6626.6pp | 2041.45%-2042.7pp |
| Employer contribution / active EE | $1,870 | $1,615+15.8% | $2,266-17.5% | $2,203-15.1% |
| Participant deferral / active EE | $3,801 | $2,844+33.7% | $3,560+6.8% | $3,192+19.1% |
| Admin fee / account holder | $3,628 | $3,958-8.3% | $4,821-24.7% | $4,297-15.6% |