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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 | $116,448 | $45,566+155.6% | $64,105+81.7% | $59,633+95.3% |
| Participation rate | 81.1% | 60.2%+20.9pp | 68.2%+12.9pp | 68.7%+12.4pp |
| Annual return | -2.11% | 4.95%-7.1pp | 791.24%-793.3pp | 2041.45%-2043.6pp |
| Employer contribution / active EE | $2,843 | $934+204.4% | $1,820+56.2% | $2,203+29.1% |
| Participant deferral / active EE | $5,317 | $2,057+158.5% | $2,822+88.4% | $3,192+66.6% |
| Admin fee / account holder | $9,226 | $3,268+182.4% | $4,499+105.1% | $4,297+114.7% |