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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 | $92,627 | $49,177+88.4% | $79,476+16.5% | $64,181+44.3% |
| Participation rate | 80.0% | 65.0%+15.0pp | 73.3%+6.7pp | 69.6%+10.4pp |
| Annual return | -2.31% | -1.16%-1.2pp | 718.21%-720.5pp | 7.63%-9.9pp |
| Employer contribution / active EE | $2,163 | $2,076+4.2% | $2,800-22.8% | $2,381-9.1% |
| Participant deferral / active EE | $2,805 | $2,821-0.6% | $3,704-24.3% | $3,470-19.2% |
| Admin fee / account holder | $16,043 | $3,839+317.9% | $5,113+213.8% | $4,887+228.3% |