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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 | $52,642 | $56,200-6.3% | $67,653-22.2% | $59,633-11.7% |
| Participation rate | 78.4% | 71.5%+6.9pp | 75.7%+2.7pp | 68.7%+9.7pp |
| Annual return | -2.07% | 18506.71%-18508.8pp | 6625.22%-6627.3pp | 2041.40%-2043.5pp |
| Employer contribution / active EE | $340 | $1,615-79.0% | $2,266-85.0% | $2,203-84.6% |
| Participant deferral / active EE | $2,804 | $2,843-1.4% | $3,560-21.2% | $3,192-12.1% |
| Admin fee / account holder | $1,627 | $3,959-58.9% | $4,821-66.3% | $4,297-62.1% |