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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 | $89,820 | $49,177+82.6% | $79,467+13.0% | $64,173+40.0% |
| Participation rate | 95.5% | 65.0%+30.4pp | 73.3%+22.1pp | 69.6%+25.9pp |
| Annual return | -3.57% | -1.16%-2.4pp | 718.30%-721.9pp | 7.63%-11.2pp |
| Employer contribution / active EE | $2,743 | $2,076+32.1% | $2,800-2.1% | $2,381+15.2% |
| Participant deferral / active EE | $11,789 | $2,821+317.9% | $3,704+218.3% | $3,470+239.8% |
| Admin fee / account holder | $12,441 | $3,839+224.1% | $5,104+143.7% | $4,887+154.5% |