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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 | $57,675 | $56,197+2.6% | $67,652-14.7% | $59,633-3.3% |
| Participation rate | 86.4% | 71.5%+14.9pp | 75.7%+10.7pp | 68.7%+17.7pp |
| Annual return | -1.09% | 18508.10%-18509.2pp | 6625.40%-6626.5pp | 2041.45%-2042.5pp |
| Employer contribution / active EE | $530 | $1,615-67.2% | $2,266-76.6% | $2,203-75.9% |
| Participant deferral / active EE | $3,106 | $2,844+9.2% | $3,560-12.7% | $3,192-2.7% |
| Admin fee / account holder | $2,451 | $3,958-38.1% | $4,821-49.2% | $4,297-43.0% |