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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 | $35,391 | $56,199-37.0% | $67,652-47.7% | $59,632-40.7% |
| Participation rate | 88.7% | 71.5%+17.2pp | 75.7%+13.0pp | 68.7%+20.0pp |
| Annual return | -2.23% | 18505.31%-18507.5pp | 6625.04%-6627.3pp | 2041.32%-2043.5pp |
| Employer contribution / active EE | $2,383 | $1,614+47.6% | $2,266+5.2% | $2,203+8.2% |
| Participant deferral / active EE | $3,049 | $2,844+7.2% | $3,560-14.3% | $3,192-4.5% |
| Admin fee / account holder | $1,078 | $3,958-72.8% | $4,821-77.6% | $4,297-74.9% |