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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 | $75,284 | $45,566+65.2% | $64,105+17.4% | $59,633+26.2% |
| Participation rate | 88.9% | 60.2%+28.7pp | 68.2%+20.7pp | 68.7%+20.2pp |
| Annual return | -0.10% | 4.95%-5.0pp | 791.24%-791.3pp | 2041.45%-2041.5pp |
| Employer contribution / active EE | $639 | $934-31.6% | $1,820-64.9% | $2,203-71.0% |
| Participant deferral / active EE | $3,410 | $2,057+65.8% | $2,822+20.9% | $3,192+6.9% |
| Admin fee / account holder | $8,124 | $3,268+148.6% | $4,499+80.6% | $4,297+89.1% |