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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 | $47,169 | $56,197-16.1% | $67,652-30.3% | $59,633-20.9% |
| Participation rate | 75.5% | 71.5%+4.0pp | 75.7%-0.2pp | 68.7%+6.8pp |
| Annual return | -2.24% | 18508.10%-18510.3pp | 6625.40%-6627.6pp | 2041.45%-2043.7pp |
| Employer contribution / active EE | $2,140 | $1,615+32.6% | $2,266-5.5% | $2,203-2.8% |
| Participant deferral / active EE | $2,971 | $2,844+4.5% | $3,560-16.5% | $3,192-6.9% |
| Admin fee / account holder | $529 | $3,958-86.6% | $4,821-89.0% | $4,297-87.7% |