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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 | $65,723 | $56,197+17.0% | $67,652-2.9% | $59,633+10.2% |
| Participation rate | 95.0% | 71.5%+23.5pp | 75.7%+19.3pp | 68.7%+26.3pp |
| Annual return | -1.81% | 18508.10%-18509.9pp | 6625.40%-6627.2pp | 2041.45%-2043.3pp |
| Employer contribution / active EE | $2,469 | $1,615+52.9% | $2,266+9.0% | $2,203+12.1% |
| Participant deferral / active EE | $6,552 | $2,844+130.4% | $3,560+84.1% | $3,192+105.3% |
| Admin fee / account holder | $3,220 | $3,958-18.6% | $4,821-33.2% | $4,297-25.1% |