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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 | $22,782 | $56,199-59.5% | $67,652-66.3% | $59,632-61.8% |
| Participation rate | 75.6% | 71.5%+4.1pp | 75.7%-0.1pp | 68.7%+6.9pp |
| Annual return | -1.04% | 18505.31%-18506.3pp | 6625.04%-6626.1pp | 2041.32%-2042.4pp |
| Employer contribution / active EE | $3,058 | $1,614+89.4% | $2,266+35.0% | $2,203+38.8% |
| Participant deferral / active EE | $1,723 | $2,844-39.4% | $3,560-51.6% | $3,192-46.0% |
| Admin fee / account holder | $32,101 | $3,958+711.0% | $4,821+565.9% | $4,297+647.1% |