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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 | $114,282 | $56,197+103.4% | $67,652+68.9% | $59,633+91.6% |
| Participation rate | 73.3% | 71.5%+1.9pp | 75.7%-2.3pp | 68.7%+4.7pp |
| Annual return | -1.48% | 18508.10%-18509.6pp | 6625.40%-6626.9pp | 2041.45%-2042.9pp |
| Employer contribution / active EE | $0 | $1,615-100.0% | $2,266-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $3,443 | $2,844+21.1% | $3,560-3.3% | $3,192+7.9% |
| Admin fee / account holder | $3,992 | $3,958+0.9% | $4,821-17.2% | $4,297-7.1% |