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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 | $68,929 | $56,197+22.7% | $67,652+1.9% | $59,633+15.6% |
| Participation rate | 70.2% | 71.5%-1.3pp | 75.7%-5.5pp | 68.7%+1.5pp |
| Annual return | -2.12% | 18508.10%-18510.2pp | 6625.40%-6627.5pp | 2041.45%-2043.6pp |
| Employer contribution / active EE | $573 | $1,615-64.5% | $2,266-74.7% | $2,203-74.0% |
| Participant deferral / active EE | $3,378 | $2,844+18.8% | $3,560-5.1% | $3,192+5.8% |
| Admin fee / account holder | $2,196 | $3,958-44.5% | $4,821-54.4% | $4,297-48.9% |