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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 | $82,365 | $39,798+107.0% | $67,704+21.7% | $59,633+38.1% |
| Participation rate | 92.3% | 57.4%+35.0pp | 67.5%+24.8pp | 68.7%+23.6pp |
| Annual return | -0.89% | 89.94%-90.8pp | 25.41%-26.3pp | 2041.45%-2042.3pp |
| Employer contribution / active EE | $1,030 | $1,393-26.1% | $2,559-59.8% | $2,203-53.2% |
| Participant deferral / active EE | $3,899 | $2,335+67.0% | $3,585+8.8% | $3,192+22.2% |
| Admin fee / account holder | $4,342 | $3,212+35.2% | $4,255+2.0% | $4,297+1.1% |