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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 | $96,886 | $75,832+27.8% | $147,617-34.4% | $59,633+62.5% |
| Participation rate | 98.4% | 71.6%+26.8pp | 84.6%+13.8pp | 68.7%+29.7pp |
| Annual return | -2.23% | 0.37%-2.6pp | 61.98%-64.2pp | 2041.45%-2043.7pp |
| Employer contribution / active EE | $1,653 | $3,485-52.6% | $5,564-70.3% | $2,203-25.0% |
| Participant deferral / active EE | $5,182 | $3,131+65.5% | $4,895+5.8% | $3,192+62.3% |
| Admin fee / account holder | $1,948 | $5,986-67.4% | $11,612-83.2% | $4,297-54.7% |