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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 | $137,234 | $48,274+184.3% | $63,244+117.0% | $59,633+130.1% |
| Participation rate | 89.3% | 66.3%+23.0pp | 71.0%+18.2pp | 68.7%+20.6pp |
| Annual return | 0.90% | -240.79%+241.7pp | -70.31%+71.2pp | 2041.40%-2040.5pp |
| Employer contribution / active EE | $5,301 | $1,586+234.2% | $2,322+128.3% | $2,203+140.7% |
| Participant deferral / active EE | $7,427 | $2,343+217.0% | $2,953+151.5% | $3,192+132.7% |
| Admin fee / account holder | $656 | $3,600-81.8% | $5,893-88.9% | $4,297-84.7% |