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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 | $58,361 | $56,197+3.9% | $67,652-13.7% | $59,633-2.1% |
| Participation rate | 84.8% | 71.5%+13.4pp | 75.7%+9.2pp | 68.7%+16.2pp |
| Annual return | -0.09% | 18508.10%-18508.2pp | 6625.40%-6625.5pp | 2041.45%-2041.5pp |
| Employer contribution / active EE | $1,328 | $1,615-17.7% | $2,266-41.4% | $2,203-39.7% |
| Participant deferral / active EE | $4,011 | $2,844+41.1% | $3,560+12.7% | $3,192+25.7% |
| Admin fee / account holder | $4,212 | $3,958+6.4% | $4,821-12.6% | $4,297-2.0% |