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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 | $101,230 | $49,177+105.9% | $79,476+27.4% | $64,181+57.7% |
| Participation rate | 96.2% | 65.0%+31.1pp | 73.3%+22.8pp | 69.6%+26.6pp |
| Annual return | -0.90% | -1.16%+0.3pp | 718.21%-719.1pp | 7.63%-8.5pp |
| Employer contribution / active EE | $2,300 | $2,076+10.8% | $2,800-17.9% | $2,381-3.4% |
| Participant deferral / active EE | $2,293 | $2,821-18.7% | $3,704-38.1% | $3,470-33.9% |
| Admin fee / account holder | $11,430 | $3,839+197.8% | $5,113+123.5% | $4,887+133.9% |