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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 | $67,865 | $39,162+73.3% | $100,671-32.6% | $59,633+13.8% |
| Participation rate | 91.7% | 55.9%+35.8pp | 70.7%+21.0pp | 68.7%+23.0pp |
| Annual return | -1.93% | 21.07%-23.0pp | 20.43%-22.4pp | 2041.45%-2043.4pp |
| Employer contribution / active EE | $3,383 | $1,151+194.0% | $4,012-15.7% | $2,203+53.6% |
| Participant deferral / active EE | $4,652 | $1,992+133.5% | $3,144+48.0% | $3,192+45.7% |
| Admin fee / account holder | $5,016 | $2,969+68.9% | $4,850+3.4% | $4,297+16.7% |