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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 | $79,732 | $56,197+41.9% | $67,652+17.9% | $59,633+33.7% |
| Participation rate | 95.2% | 71.5%+23.8pp | 75.7%+19.6pp | 68.7%+26.6pp |
| Annual return | -1.59% | 18508.10%-18509.7pp | 6625.40%-6627.0pp | 2041.45%-2043.0pp |
| Employer contribution / active EE | $1,419 | $1,615-12.1% | $2,266-37.4% | $2,203-35.6% |
| Participant deferral / active EE | $3,662 | $2,844+28.8% | $3,560+2.9% | $3,192+14.7% |
| Admin fee / account holder | $7,931 | $3,958+100.4% | $4,821+64.5% | $4,297+84.6% |