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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 | $86,887 | $48,050+80.8% | $85,969+1.1% | $59,633+45.7% |
| Participation rate | 83.7% | 64.5%+19.3pp | 76.5%+7.2pp | 68.7%+15.1pp |
| Annual return | -0.42% | 0.29%-0.7pp | 9.32%-9.7pp | 2041.45%-2041.9pp |
| Employer contribution / active EE | $1,807 | $1,640+10.2% | $3,474-48.0% | $2,203-18.0% |
| Participant deferral / active EE | $4,390 | $2,249+95.1% | $3,829+14.6% | $3,192+37.5% |
| Admin fee / account holder | $10,053 | $3,206+213.6% | $6,053+66.1% | $4,297+134.0% |