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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 | $122,286 | $39,798+207.3% | $67,704+80.6% | $59,633+105.1% |
| Participation rate | 70.2% | 57.4%+12.9pp | 67.5%+2.7pp | 68.7%+1.5pp |
| Annual return | 0.28% | 89.94%-89.7pp | 25.41%-25.1pp | 2041.45%-2041.2pp |
| Employer contribution / active EE | $1,708 | $1,393+22.6% | $2,559-33.3% | $2,203-22.4% |
| Participant deferral / active EE | $4,465 | $2,335+91.2% | $3,585+24.5% | $3,192+39.9% |
| Admin fee / account holder | $4,811 | $3,212+49.8% | $4,255+13.1% | $4,297+12.0% |