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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 | $61,723 | $56,197+9.8% | $67,652-8.8% | $59,633+3.5% |
| Participation rate | 92.9% | 71.5%+21.4pp | 75.7%+17.2pp | 68.7%+24.2pp |
| Annual return | -2.00% | 18508.10%-18510.1pp | 6625.40%-6627.4pp | 2041.45%-2043.5pp |
| Employer contribution / active EE | $1,429 | $1,615-11.5% | $2,266-36.9% | $2,203-35.1% |
| Participant deferral / active EE | $0 | $2,844-100.0% | $3,560-100.0% | $3,192-100.0% |
| Admin fee / account holder | $3,914 | $3,958-1.1% | $4,821-18.8% | $4,297-8.9% |