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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 | $118,246 | $54,380+117.4% | $68,509+72.6% | $59,633+98.3% |
| Participation rate | 82.1% | 70.2%+12.0pp | 74.7%+7.4pp | 68.7%+13.5pp |
| Annual return | 0.03% | 2.83%-2.8pp | 8.27%-8.2pp | 2041.40%-2041.4pp |
| Employer contribution / active EE | $900 | $1,539-41.5% | $2,278-60.5% | $2,203-59.1% |
| Participant deferral / active EE | $4,038 | $2,643+52.8% | $3,382+19.4% | $3,192+26.5% |
| Admin fee / account holder | $9,207 | $3,885+137.0% | $5,275+74.6% | $4,297+114.3% |