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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 | $122,413 | $45,566+168.6% | $64,105+91.0% | $59,633+105.3% |
| Participation rate | 98.2% | 60.2%+38.1pp | 68.2%+30.1pp | 68.7%+29.6pp |
| Annual return | -0.77% | 4.95%-5.7pp | 791.24%-792.0pp | 2041.40%-2042.2pp |
| Employer contribution / active EE | $2,195 | $934+135.0% | $1,820+20.6% | $2,203-0.4% |
| Participant deferral / active EE | $5,290 | $2,057+157.2% | $2,822+87.5% | $3,192+65.7% |
| Admin fee / account holder | $2,668 | $3,268-18.3% | $4,499-40.7% | $4,297-37.9% |