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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 | $82,860 | $45,566+81.8% | $64,105+29.3% | $59,633+38.9% |
| Participation rate | 84.8% | 60.2%+24.7pp | 68.2%+16.7pp | 68.7%+16.2pp |
| Annual return | -1.42% | 4.95%-6.4pp | 791.24%-792.7pp | 2041.45%-2042.9pp |
| Employer contribution / active EE | $0 | $934-100.0% | $1,820-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $4,631 | $2,057+125.2% | $2,822+64.1% | $3,192+45.1% |
| Admin fee / account holder | $1,391 | $3,268-57.4% | $4,499-69.1% | $4,297-67.6% |