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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 | $60,092 | $56,197+6.9% | $67,652-11.2% | $59,633+0.8% |
| Participation rate | 96.5% | 71.5%+25.0pp | 75.7%+20.8pp | 68.7%+27.8pp |
| Annual return | -0.79% | 18508.10%-18508.9pp | 6625.40%-6626.2pp | 2041.45%-2042.2pp |
| Employer contribution / active EE | $1,965 | $1,615+21.7% | $2,266-13.3% | $2,203-10.8% |
| Participant deferral / active EE | $4,120 | $2,844+44.9% | $3,560+15.7% | $3,192+29.1% |
| Admin fee / account holder | $906 | $3,958-77.1% | $4,821-81.2% | $4,297-78.9% |