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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 | $45,527 | $56,197-19.0% | $67,652-32.7% | $59,633-23.7% |
| Participation rate | 76.7% | 71.5%+5.2pp | 75.7%+1.0pp | 68.7%+8.0pp |
| Annual return | -1.75% | 18508.10%-18509.9pp | 6625.40%-6627.1pp | 2041.45%-2043.2pp |
| Employer contribution / active EE | $0 | $1,615-100.0% | $2,266-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $3,545 | $2,844+24.7% | $3,560-0.4% | $3,192+11.1% |
| Admin fee / account holder | $983 | $3,958-75.2% | $4,821-79.6% | $4,297-77.1% |