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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 | $98,465 | $49,177+100.2% | $79,467+23.9% | $64,173+53.4% |
| Participation rate | 96.6% | 65.0%+31.6pp | 73.3%+23.3pp | 69.6%+27.0pp |
| Annual return | -2.84% | -1.16%-1.7pp | 718.30%-721.1pp | 7.63%-10.5pp |
| Employer contribution / active EE | $2,447 | $2,076+17.9% | $2,800-12.6% | $2,381+2.8% |
| Participant deferral / active EE | $0 | $2,821-100.0% | $3,704-100.0% | $3,470-100.0% |
| Admin fee / account holder | $2,639 | $3,839-31.3% | $5,104-48.3% | $4,887-46.0% |