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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 | $56,674 | $56,199+0.8% | $67,652-16.2% | $59,632-5.0% |
| Participation rate | 78.1% | 71.5%+6.7pp | 75.7%+2.5pp | 68.7%+9.5pp |
| Annual return | -1.20% | 18505.31%-18506.5pp | 6625.04%-6626.2pp | 2041.32%-2042.5pp |
| Employer contribution / active EE | $1,258 | $1,614-22.1% | $2,266-44.5% | $2,203-42.9% |
| Participant deferral / active EE | $4,500 | $2,844+58.3% | $3,560+26.4% | $3,192+41.0% |
| Admin fee / account holder | $1,955 | $3,958-50.6% | $4,821-59.4% | $4,297-54.5% |