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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 | $82,762 | $65,082+27.2% | $81,367+1.7% | $59,633+38.8% |
| Participation rate | 100.0% | 76.0%+24.0pp | 82.3%+17.7pp | 68.7%+31.3pp |
| Annual return | -1.00% | 1.16%-2.2pp | -0.92%-0.1pp | 2041.45%-2042.4pp |
| Employer contribution / active EE | $3,775 | $2,934+28.7% | $3,930-3.9% | $2,203+71.4% |
| Participant deferral / active EE | $5,649 | $4,083+38.4% | $5,383+4.9% | $3,192+77.0% |
| Admin fee / account holder | $2,509 | $7,582-66.9% | $8,926-71.9% | $4,297-41.6% |