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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 | $68,716 | $54,380+26.4% | $68,509+0.3% | $59,633+15.2% |
| Participation rate | 92.3% | 70.2%+22.1pp | 74.7%+17.6pp | 68.7%+23.6pp |
| Annual return | -0.47% | 2.83%-3.3pp | 8.27%-8.7pp | 2041.45%-2041.9pp |
| Employer contribution / active EE | $1,142 | $1,539-25.8% | $2,278-49.9% | $2,203-48.2% |
| Participant deferral / active EE | $2,276 | $2,643-13.9% | $3,382-32.7% | $3,192-28.7% |
| Admin fee / account holder | $20,232 | $3,885+420.7% | $5,275+283.6% | $4,297+370.8% |