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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 | $52,203 | $56,197-7.1% | $67,652-22.8% | $59,633-12.5% |
| Participation rate | 94.7% | 71.5%+23.3pp | 75.7%+19.1pp | 68.7%+26.1pp |
| Annual return | -1.83% | 18508.10%-18509.9pp | 6625.40%-6627.2pp | 2041.45%-2043.3pp |
| Employer contribution / active EE | $1,645 | $1,615+1.9% | $2,266-27.4% | $2,203-25.3% |
| Participant deferral / active EE | $3,528 | $2,844+24.1% | $3,560-0.9% | $3,192+10.5% |
| Admin fee / account holder | $3,073 | $3,958-22.4% | $4,821-36.3% | $4,297-28.5% |