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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 | $118,151 | $48,274+144.8% | $63,244+86.8% | $59,633+98.1% |
| Participation rate | 76.9% | 66.3%+10.6pp | 71.0%+5.9pp | 68.7%+8.3pp |
| Annual return | 1.45% | -240.79%+242.2pp | -70.31%+71.8pp | 2041.45%-2040.0pp |
| Employer contribution / active EE | $2,359 | $1,586+48.7% | $2,322+1.6% | $2,203+7.1% |
| Participant deferral / active EE | $9,029 | $2,343+285.4% | $2,953+205.7% | $3,192+182.9% |
| Admin fee / account holder | $5,864 | $3,600+62.9% | $5,893-0.5% | $4,297+36.5% |