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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 | $84,025 | $44,850+87.3% | $60,547+38.8% | $59,633+40.9% |
| Participation rate | 70.3% | 59.5%+10.8pp | 68.0%+2.4pp | 68.7%+1.6pp |
| Annual return | -0.62% | 1074.14%-1074.8pp | 335.64%-336.3pp | 2041.45%-2042.1pp |
| Employer contribution / active EE | $1,206 | $1,462-17.5% | $2,419-50.2% | $2,203-45.3% |
| Participant deferral / active EE | $4,375 | $2,230+96.2% | $3,328+31.5% | $3,192+37.1% |
| Admin fee / account holder | $319 | $3,635-91.2% | $4,536-93.0% | $4,297-92.6% |