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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 | $23,719 | $56,200-57.8% | $67,653-64.9% | $59,633-60.2% |
| Participation rate | 92.7% | 71.5%+21.2pp | 75.7%+17.0pp | 68.7%+24.0pp |
| Annual return | -2.33% | 18506.71%-18509.0pp | 6625.22%-6627.5pp | 2041.40%-2043.7pp |
| Employer contribution / active EE | $2,496 | $1,615+54.6% | $2,266+10.2% | $2,203+13.3% |
| Participant deferral / active EE | $3,850 | $2,843+35.4% | $3,560+8.1% | $3,192+20.6% |
| Admin fee / account holder | $1,917 | $3,959-51.6% | $4,821-60.2% | $4,297-55.4% |