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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 | $107,404 | $45,152+137.9% | $73,835+45.5% | $59,633+80.1% |
| Participation rate | 100.0% | 64.0%+36.0pp | 73.4%+26.6pp | 68.7%+31.3pp |
| Annual return | -0.48% | 27.40%-27.9pp | 2268.13%-2268.6pp | 2041.40%-2041.9pp |
| Employer contribution / active EE | $1,893 | $1,901-0.5% | $2,788-32.1% | $2,203-14.1% |
| Participant deferral / active EE | $4,226 | $2,573+64.2% | $3,583+17.9% | $3,192+32.4% |
| Admin fee / account holder | $610 | $3,515-82.6% | $4,880-87.5% | $4,297-85.8% |