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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 | $118,733 | $78,694+50.9% | $67,652+75.5% | $125,389-5.3% |
| Participation rate | 70.0% | 78.8%-8.8pp | 75.7%-5.7pp | 83.2%-13.2pp |
| Annual return | -0.26% | 9.46%-9.7pp | 6625.40%-6625.7pp | 282.24%-282.5pp |
| Employer contribution / active EE | $874 | $3,044-71.3% | $2,266-61.4% | $4,866-82.0% |
| Participant deferral / active EE | $5,292 | $4,292+23.3% | $3,560+48.7% | $5,352-1.1% |
| Admin fee / account holder | $715 | $7,403-90.3% | $4,821-85.2% | $9,541-92.5% |