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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 | $129,251 | $56,197+130.0% | $67,652+91.1% | $59,633+116.7% |
| Participation rate | 83.9% | 71.5%+12.4pp | 75.7%+8.2pp | 68.7%+15.2pp |
| Annual return | -1.27% | 18508.10%-18509.4pp | 6625.40%-6626.7pp | 2041.45%-2042.7pp |
| Employer contribution / active EE | $1,483 | $1,615-8.2% | $2,266-34.5% | $2,203-32.7% |
| Participant deferral / active EE | $3,406 | $2,844+19.8% | $3,560-4.3% | $3,192+6.7% |
| Admin fee / account holder | $9,930 | $3,958+150.9% | $4,821+106.0% | $4,297+131.1% |