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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 | $105,479 | $39,798+165.0% | $67,704+55.8% | $59,633+76.9% |
| Participation rate | 92.3% | 57.4%+35.0pp | 67.5%+24.8pp | 68.7%+23.6pp |
| Annual return | 0.05% | 89.94%-89.9pp | 25.41%-25.4pp | 2041.45%-2041.4pp |
| Employer contribution / active EE | $1,368 | $1,393-1.8% | $2,559-46.5% | $2,203-37.9% |
| Participant deferral / active EE | $7,955 | $2,335+240.7% | $3,585+121.9% | $3,192+149.2% |
| Admin fee / account holder | $764 | $3,212-76.2% | $4,255-82.0% | $4,297-82.2% |