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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 | $78,831 | $56,197+40.3% | $67,652+16.5% | $59,633+32.2% |
| Participation rate | 86.7% | 71.5%+15.2pp | 75.7%+11.0pp | 68.7%+18.0pp |
| Annual return | -0.73% | 18508.10%-18508.8pp | 6625.40%-6626.1pp | 2041.45%-2042.2pp |
| Employer contribution / active EE | $1,529 | $1,615-5.3% | $2,266-32.5% | $2,203-30.6% |
| Participant deferral / active EE | $4,203 | $2,844+47.8% | $3,560+18.1% | $3,192+31.7% |
| Admin fee / account holder | $3,313 | $3,958-16.3% | $4,821-31.3% | $4,297-22.9% |