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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 | $81,112 | $48,274+68.0% | $63,517+27.7% | $59,632+36.0% |
| Participation rate | 100.0% | 66.3%+33.7pp | 71.0%+29.0pp | 68.7%+31.3pp |
| Annual return | 1.32% | -240.79%+242.1pp | -70.30%+71.6pp | 2041.32%-2040.0pp |
| Employer contribution / active EE | $5,213 | $1,586+228.6% | $2,322+124.5% | $2,203+136.7% |
| Participant deferral / active EE | $5,198 | $2,343+121.9% | $2,953+76.0% | $3,192+62.9% |
| Admin fee / account holder | $3,362 | $3,600-6.6% | $5,892-42.9% | $4,297-21.8% |