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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 | $80,006 | $82,630-3.2% | $64,105+24.8% | $125,389-36.2% |
| Participation rate | 93.8% | 75.9%+17.9pp | 68.2%+25.6pp | 83.2%+10.6pp |
| Annual return | -0.90% | 1489.72%-1490.6pp | 791.24%-792.1pp | 282.24%-283.1pp |
| Employer contribution / active EE | $812 | $2,671-69.6% | $1,820-55.4% | $4,866-83.3% |
| Participant deferral / active EE | $3,665 | $3,608+1.6% | $2,822+29.9% | $5,352-31.5% |
| Admin fee / account holder | $4,095 | $6,382-35.8% | $4,499-9.0% | $9,541-57.1% |