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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 | $62,982 | $56,197+12.1% | $67,652-6.9% | $59,633+5.6% |
| Participation rate | 91.4% | 71.5%+19.9pp | 75.7%+15.7pp | 68.7%+22.7pp |
| Annual return | -1.71% | 18508.10%-18509.8pp | 6625.40%-6627.1pp | 2041.45%-2043.2pp |
| Employer contribution / active EE | $4,221 | $1,615+161.4% | $2,266+86.3% | $2,203+91.6% |
| Participant deferral / active EE | $1,768 | $2,844-37.8% | $3,560-50.3% | $3,192-44.6% |
| Admin fee / account holder | $1,116 | $3,958-71.8% | $4,821-76.8% | $4,297-74.0% |