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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 | $53,218 | $56,197-5.3% | $67,652-21.3% | $59,633-10.8% |
| Participation rate | 91.9% | 71.5%+20.4pp | 75.7%+16.2pp | 68.7%+23.2pp |
| Annual return | -0.27% | 18508.10%-18508.4pp | 6625.40%-6625.7pp | 2041.45%-2041.7pp |
| Employer contribution / active EE | $552 | $1,615-65.8% | $2,266-75.7% | $2,203-75.0% |
| Participant deferral / active EE | $2,145 | $2,844-24.6% | $3,560-39.7% | $3,192-32.8% |
| Admin fee / account holder | $7,912 | $3,958+99.9% | $4,821+64.1% | $4,297+84.1% |