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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 | $85,762 | $56,197+52.6% | $67,652+26.8% | $59,633+43.8% |
| Participation rate | 83.3% | 71.5%+11.9pp | 75.7%+7.7pp | 68.7%+14.7pp |
| Annual return | -0.81% | 18508.10%-18508.9pp | 6625.40%-6626.2pp | 2041.45%-2042.3pp |
| Employer contribution / active EE | $2,293 | $1,615+42.0% | $2,266+1.2% | $2,203+4.1% |
| Participant deferral / active EE | $4,537 | $2,844+59.6% | $3,560+27.5% | $3,192+42.1% |
| Admin fee / account holder | $1,195 | $3,958-69.8% | $4,821-75.2% | $4,297-72.2% |