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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 | $95,094 | $84,697+12.3% | $73,845+28.8% | $125,393-24.2% |
| Participation rate | 83.3% | 76.8%+6.6pp | 73.4%+9.9pp | 83.2%+0.1pp |
| Annual return | 2.11% | 3123.66%-3121.6pp | 2267.91%-2265.8pp | 282.23%-280.1pp |
| Employer contribution / active EE | $1,333 | $3,123-57.3% | $2,788-52.2% | $4,866-72.6% |
| Participant deferral / active EE | $0 | $3,993-100.0% | $3,583-100.0% | $5,351-100.0% |
| Admin fee / account holder | $1,660 | $5,692-70.8% | $4,881-66.0% | $9,541-82.6% |