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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 | $84,598 | $56,197+50.5% | $67,652+25.0% | $59,633+41.9% |
| Participation rate | 85.7% | 71.5%+14.2pp | 75.7%+10.0pp | 68.7%+17.0pp |
| Annual return | -0.58% | 18508.10%-18508.7pp | 6625.40%-6626.0pp | 2041.45%-2042.0pp |
| Employer contribution / active EE | $399 | $1,615-75.3% | $2,266-82.4% | $2,203-81.9% |
| Participant deferral / active EE | $3,600 | $2,844+26.6% | $3,560+1.1% | $3,192+12.8% |
| Admin fee / account holder | $574 | $3,958-85.5% | $4,821-88.1% | $4,297-86.7% |