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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 | $85,797 | $56,197+52.7% | $67,652+26.8% | $59,633+43.9% |
| Participation rate | 73.3% | 71.5%+1.9pp | 75.7%-2.3pp | 68.7%+4.7pp |
| Annual return | -0.41% | 18508.10%-18508.5pp | 6625.40%-6625.8pp | 2041.45%-2041.9pp |
| Employer contribution / active EE | $673 | $1,615-58.3% | $2,266-70.3% | $2,203-69.4% |
| Participant deferral / active EE | $2,814 | $2,844-1.0% | $3,560-20.9% | $3,192-11.8% |
| Admin fee / account holder | $6,263 | $3,958+58.2% | $4,821+29.9% | $4,297+45.8% |