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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 | $99,913 | $48,274+107.0% | $63,244+58.0% | $59,633+67.5% |
| Participation rate | 87.7% | 66.3%+21.4pp | 71.0%+16.6pp | 68.7%+19.0pp |
| Annual return | 2.08% | -240.79%+242.9pp | -70.31%+72.4pp | 2041.45%-2039.4pp |
| Employer contribution / active EE | $1,119 | $1,586-29.5% | $2,322-51.8% | $2,203-49.2% |
| Participant deferral / active EE | $3,005 | $2,343+28.3% | $2,953+1.7% | $3,192-5.8% |
| Admin fee / account holder | $3,963 | $3,600+10.1% | $5,893-32.7% | $4,297-7.8% |