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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 | $56,536 | $56,197+0.6% | $67,652-16.4% | $59,633-5.2% |
| Participation rate | 100.0% | 71.5%+28.5pp | 75.7%+24.3pp | 68.7%+31.3pp |
| Annual return | -0.23% | 18508.10%-18508.3pp | 6625.40%-6625.6pp | 2041.45%-2041.7pp |
| Employer contribution / active EE | $1,709 | $1,615+5.9% | $2,266-24.6% | $2,203-22.4% |
| Participant deferral / active EE | $2,768 | $2,844-2.7% | $3,560-22.2% | $3,192-13.3% |
| Admin fee / account holder | $2,005 | $3,958-49.3% | $4,821-58.4% | $4,297-53.3% |