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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 | $102,562 | $45,566+125.1% | $64,105+60.0% | $59,632+72.0% |
| Participation rate | 82.9% | 60.2%+22.7pp | 68.2%+14.7pp | 68.7%+14.2pp |
| Annual return | -2.15% | 4.95%-7.1pp | 791.24%-793.4pp | 2041.32%-2043.5pp |
| Employer contribution / active EE | $5,857 | $934+527.0% | $1,820+221.8% | $2,203+165.9% |
| Participant deferral / active EE | $5,361 | $2,057+160.7% | $2,822+90.0% | $3,192+68.0% |
| Admin fee / account holder | $1,703 | $3,268-47.9% | $4,499-62.2% | $4,297-60.4% |