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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 | $81,604 | $49,177+65.9% | $79,476+2.7% | $64,181+27.1% |
| Participation rate | 83.8% | 65.0%+18.8pp | 73.3%+10.5pp | 69.6%+14.3pp |
| Annual return | -3.91% | -1.16%-2.8pp | 718.21%-722.1pp | 7.63%-11.5pp |
| Employer contribution / active EE | $2,763 | $2,076+33.1% | $2,800-1.3% | $2,381+16.1% |
| Participant deferral / active EE | $1,488 | $2,821-47.3% | $3,704-59.8% | $3,470-57.1% |
| Admin fee / account holder | $1,890 | $3,839-50.8% | $5,113-63.0% | $4,887-61.3% |