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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 | $78,762 | $78,694+0.1% | $67,652+16.4% | $125,393-37.2% |
| Participation rate | 88.2% | 78.8%+9.4pp | 75.7%+12.6pp | 83.2%+5.0pp |
| Annual return | -1.65% | 9.46%-11.1pp | 6625.04%-6626.7pp | 282.23%-283.9pp |
| Employer contribution / active EE | $1,376 | $3,044-54.8% | $2,266-39.2% | $4,866-71.7% |
| Participant deferral / active EE | $2,611 | $4,292-39.2% | $3,560-26.7% | $5,351-51.2% |
| Admin fee / account holder | $3,173 | $7,403-57.1% | $4,821-34.2% | $9,541-66.7% |