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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 | $142,121 | $93,346+52.3% | $71,796+98.0% | $273,972-48.1% |
| Participation rate | 94.7% | 76.5%+18.2pp | 69.1%+25.6pp | 83.0%+11.7pp |
| Annual return | 2.84% | 130.39%-127.6pp | 78.04%-75.2pp | 41.46%-38.6pp |
| Employer contribution / active EE | $1,579 | $2,733-42.2% | $1,924-18.0% | $4,869-67.6% |
| Participant deferral / active EE | $0 | $3,475-100.0% | $2,794-100.0% | $5,287-100.0% |
| Admin fee / account holder | $17,787 | $6,571+170.7% | $4,815+269.4% | $10,133+75.5% |