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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 | $33,877 | $56,197-39.7% | $67,652-49.9% | $59,633-43.2% |
| Participation rate | 98.3% | 71.5%+26.9pp | 75.7%+22.7pp | 68.7%+29.7pp |
| Annual return | -0.73% | 18508.10%-18508.8pp | 6625.40%-6626.1pp | 2041.45%-2042.2pp |
| Employer contribution / active EE | $1,957 | $1,615+21.2% | $2,266-13.6% | $2,203-11.2% |
| Participant deferral / active EE | $3,281 | $2,844+15.4% | $3,560-7.8% | $3,192+2.8% |
| Admin fee / account holder | $8,907 | $3,958+125.0% | $4,821+84.8% | $4,297+107.3% |