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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 | $102,152 | $72,177+41.5% | $115,038-11.2% | $59,633+71.3% |
| Participation rate | 92.2% | 72.6%+19.6pp | 81.4%+10.8pp | 68.7%+23.5pp |
| Annual return | -1.75% | 12.02%-13.8pp | 26.14%-27.9pp | 2041.45%-2043.2pp |
| Employer contribution / active EE | $0 | $2,841-100.0% | $4,608-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $15,076 | $4,783+215.2% | $6,026+150.2% | $3,192+372.3% |
| Admin fee / account holder | $3,320 | $4,927-32.6% | $8,175-59.4% | $4,297-22.7% |