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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 | $45,244 | $56,197-19.5% | $67,652-33.1% | $59,633-24.1% |
| Participation rate | 97.9% | 71.5%+26.4pp | 75.7%+22.2pp | 68.7%+29.2pp |
| Annual return | -1.67% | 18508.10%-18509.8pp | 6625.40%-6627.1pp | 2041.45%-2043.1pp |
| Employer contribution / active EE | $4,399 | $1,615+172.5% | $2,266+94.2% | $2,203+99.7% |
| Participant deferral / active EE | $4,179 | $2,844+47.0% | $3,560+17.4% | $3,192+30.9% |
| Admin fee / account holder | $3,251 | $3,958-17.9% | $4,821-32.6% | $4,297-24.3% |