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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 | $44,965 | $56,197-20.0% | $67,652-33.5% | $59,633-24.6% |
| Participation rate | 97.1% | 71.5%+25.7pp | 75.7%+21.5pp | 68.7%+28.5pp |
| Annual return | -0.77% | 18508.10%-18508.9pp | 6625.40%-6626.2pp | 2041.45%-2042.2pp |
| Employer contribution / active EE | $1,361 | $1,615-15.7% | $2,266-39.9% | $2,203-38.2% |
| Participant deferral / active EE | $3,676 | $2,844+29.3% | $3,560+3.3% | $3,192+15.2% |
| Admin fee / account holder | $690 | $3,958-82.6% | $4,821-85.7% | $4,297-83.9% |