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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 | $106,763 | $45,566+134.3% | $64,105+66.5% | $59,633+79.0% |
| Participation rate | 81.8% | 60.2%+21.7pp | 68.2%+13.6pp | 68.7%+13.1pp |
| Annual return | -1.16% | 4.95%-6.1pp | 791.24%-792.4pp | 2041.45%-2042.6pp |
| Employer contribution / active EE | $0 | $934-100.0% | $1,820-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $2,939 | $2,057+42.9% | $2,822+4.2% | $3,192-7.9% |
| Admin fee / account holder | $1,501 | $3,268-54.1% | $4,499-66.6% | $4,297-65.1% |