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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 | $80,876 | $54,380+48.7% | $68,509+18.1% | $59,633+35.6% |
| Participation rate | 84.1% | 70.2%+13.9pp | 74.7%+9.4pp | 68.7%+15.5pp |
| Annual return | -1.45% | 2.83%-4.3pp | 8.27%-9.7pp | 2041.45%-2042.9pp |
| Employer contribution / active EE | $1,420 | $1,539-7.7% | $2,278-37.6% | $2,203-35.5% |
| Participant deferral / active EE | $4,603 | $2,643+74.1% | $3,382+36.1% | $3,192+44.2% |
| Admin fee / account holder | $20,214 | $3,885+420.3% | $5,275+283.2% | $4,297+370.4% |