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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 | $48,032 | $56,197-14.5% | $67,652-29.0% | $59,633-19.5% |
| Participation rate | 72.2% | 71.5%+0.8pp | 75.7%-3.4pp | 68.7%+3.6pp |
| Annual return | -1.76% | 18508.10%-18509.9pp | 6625.40%-6627.2pp | 2041.45%-2043.2pp |
| Employer contribution / active EE | $811 | $1,615-49.8% | $2,266-64.2% | $2,203-63.2% |
| Participant deferral / active EE | $3,774 | $2,844+32.7% | $3,560+6.0% | $3,192+18.2% |
| Admin fee / account holder | $4,041 | $3,958+2.1% | $4,821-16.2% | $4,297-6.0% |