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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 | $92,954 | $44,850+107.3% | $60,547+53.5% | $59,633+55.9% |
| Participation rate | 80.6% | 59.5%+21.1pp | 68.0%+12.6pp | 68.7%+11.9pp |
| Annual return | -0.18% | 1074.14%-1074.3pp | 335.64%-335.8pp | 2041.45%-2041.6pp |
| Employer contribution / active EE | $5,506 | $1,462+276.7% | $2,419+127.6% | $2,203+150.0% |
| Participant deferral / active EE | $8,168 | $2,230+266.3% | $3,328+145.5% | $3,192+155.9% |
| Admin fee / account holder | $694 | $3,635-80.9% | $4,536-84.7% | $4,297-83.9% |