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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 | $77,560 | $56,200+38.0% | $67,653+14.6% | $59,633+30.1% |
| Participation rate | 72.7% | 71.5%+1.3pp | 75.7%-2.9pp | 68.7%+4.1pp |
| Annual return | -0.23% | 18506.71%-18506.9pp | 6625.22%-6625.5pp | 2041.40%-2041.6pp |
| Employer contribution / active EE | $748 | $1,615-53.6% | $2,266-67.0% | $2,203-66.0% |
| Participant deferral / active EE | $2,500 | $2,843-12.1% | $3,560-29.8% | $3,192-21.7% |
| Admin fee / account holder | $6,496 | $3,959+64.1% | $4,821+34.7% | $4,297+51.2% |