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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 | $93,017 | $56,197+65.5% | $67,652+37.5% | $59,633+56.0% |
| Participation rate | 83.3% | 71.5%+11.9pp | 75.7%+7.7pp | 68.7%+14.7pp |
| Annual return | -0.35% | 18508.10%-18508.5pp | 6625.40%-6625.7pp | 2041.45%-2041.8pp |
| Employer contribution / active EE | $1,010 | $1,615-37.5% | $2,266-55.4% | $2,203-54.2% |
| Participant deferral / active EE | $4,436 | $2,844+56.0% | $3,560+24.6% | $3,192+39.0% |
| Admin fee / account holder | $9,989 | $3,958+152.4% | $4,821+107.2% | $4,297+132.5% |