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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 | $170,722 | $78,694+116.9% | $67,652+152.4% | $125,389+36.2% |
| Participation rate | 78.3% | 78.8%-0.5pp | 75.7%+2.6pp | 83.2%-4.9pp |
| Annual return | 0.22% | 9.46%-9.2pp | 6625.40%-6625.2pp | 282.24%-282.0pp |
| Employer contribution / active EE | $2,091 | $3,044-31.3% | $2,266-7.7% | $4,866-57.0% |
| Participant deferral / active EE | $3,756 | $4,292-12.5% | $3,560+5.5% | $5,352-29.8% |
| Admin fee / account holder | $705 | $7,403-90.5% | $4,821-85.4% | $9,541-92.6% |