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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 | $146,388 | $48,274+203.2% | $63,244+131.5% | $59,633+145.5% |
| Participation rate | 95.2% | 66.3%+28.9pp | 71.0%+24.2pp | 68.7%+26.6pp |
| Annual return | 2.13% | -240.79%+242.9pp | -70.31%+72.4pp | 2041.45%-2039.3pp |
| Employer contribution / active EE | $6,080 | $1,586+283.3% | $2,322+161.8% | $2,203+176.0% |
| Participant deferral / active EE | $4,261 | $2,343+81.9% | $2,953+44.3% | $3,192+33.5% |
| Admin fee / account holder | $12,580 | $3,600+249.5% | $5,893+113.5% | $4,297+192.8% |