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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 | $163,353 | $56,197+190.7% | $67,652+141.5% | $59,633+173.9% |
| Participation rate | 85.0% | 71.5%+13.5pp | 75.7%+9.3pp | 68.7%+16.3pp |
| Annual return | -1.82% | 18508.10%-18509.9pp | 6625.40%-6627.2pp | 2041.45%-2043.3pp |
| Employer contribution / active EE | $2,213 | $1,615+37.0% | $2,266-2.3% | $2,203+0.5% |
| Participant deferral / active EE | $3,187 | $2,844+12.1% | $3,560-10.5% | $3,192-0.2% |
| Admin fee / account holder | $1,411 | $3,958-64.3% | $4,821-70.7% | $4,297-67.2% |