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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 | $132,542 | $56,197+135.9% | $67,652+95.9% | $59,633+122.3% |
| Participation rate | 82.8% | 71.5%+11.3pp | 75.7%+7.1pp | 68.7%+14.1pp |
| Annual return | -1.57% | 18508.10%-18509.7pp | 6625.40%-6627.0pp | 2041.45%-2043.0pp |
| Employer contribution / active EE | $1,816 | $1,615+12.5% | $2,266-19.9% | $2,203-17.6% |
| Participant deferral / active EE | $5,201 | $2,844+82.9% | $3,560+46.1% | $3,192+62.9% |
| Admin fee / account holder | $317 | $3,958-92.0% | $4,821-93.4% | $4,297-92.6% |