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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 | $102,311 | $45,566+124.5% | $64,105+59.6% | $59,633+71.6% |
| Participation rate | 84.8% | 60.2%+24.7pp | 68.2%+16.7pp | 68.7%+16.2pp |
| Annual return | -0.07% | 4.95%-5.0pp | 791.24%-791.3pp | 2041.45%-2041.5pp |
| Employer contribution / active EE | $384 | $934-58.9% | $1,820-78.9% | $2,203-82.6% |
| Participant deferral / active EE | $4,840 | $2,057+135.3% | $2,822+71.5% | $3,192+51.7% |
| Admin fee / account holder | $4,422 | $3,268+35.3% | $4,499-1.7% | $4,297+2.9% |