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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 | $103,327 | $65,704+57.3% | $94,229+9.7% | $59,633+73.3% |
| Participation rate | 79.3% | 72.1%+7.2pp | 78.8%+0.5pp | 68.7%+10.6pp |
| Annual return | -1.20% | 5.22%-6.4pp | 10.68%-11.9pp | 2041.45%-2042.7pp |
| Employer contribution / active EE | $0 | $2,021-100.0% | $3,587-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $4,595 | $3,143+46.2% | $4,320+6.4% | $3,192+44.0% |
| Admin fee / account holder | $1,696 | $4,265-60.2% | $6,269-73.0% | $4,297-60.5% |