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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 | $57,015 | $56,197+1.5% | $67,652-15.7% | $59,633-4.4% |
| Participation rate | 73.1% | 71.5%+1.6pp | 75.7%-2.6pp | 68.7%+4.4pp |
| Annual return | -0.62% | 18508.10%-18508.7pp | 6625.40%-6626.0pp | 2041.45%-2042.1pp |
| Employer contribution / active EE | $0 | $1,615-100.0% | $2,266-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $1,923 | $2,844-32.4% | $3,560-46.0% | $3,192-39.8% |
| Admin fee / account holder | $9,557 | $3,958+141.5% | $4,821+98.3% | $4,297+122.4% |