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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 | $78,641 | $44,850+75.3% | $60,547+29.9% | $59,633+31.9% |
| Participation rate | 96.2% | 59.5%+36.7pp | 68.0%+28.2pp | 68.7%+27.5pp |
| Annual return | -1.13% | 1074.14%-1075.3pp | 335.64%-336.8pp | 2041.45%-2042.6pp |
| Employer contribution / active EE | $1,612 | $1,462+10.3% | $2,419-33.4% | $2,203-26.8% |
| Participant deferral / active EE | $4,075 | $2,230+82.8% | $3,328+22.5% | $3,192+27.7% |
| Admin fee / account holder | $4,184 | $3,635+15.1% | $4,536-7.8% | $4,297-2.6% |