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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 | $89,900 | $55,449+62.1% | $83,831+7.2% | $56,289+59.7% |
| Participation rate | 97.0% | 68.0%+29.0pp | 76.1%+20.9pp | 69.9%+27.1pp |
| Annual return | -5.34% | -1.38%-4.0pp | 850.99%-856.3pp | -9.96%+4.6pp |
| Employer contribution / active EE | $2,339 | $2,430-3.8% | $3,631-35.6% | $2,111+10.8% |
| Participant deferral / active EE | $3,757 | $2,935+28.0% | $4,082-7.9% | $3,350+12.2% |
| Admin fee / account holder | $3,450 | $656+425.9% | $5,479-37.0% | $521+562.3% |