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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 | $129,687 | $75,832+71.0% | $147,617-12.1% | $59,633+117.5% |
| Participation rate | 92.0% | 71.6%+20.4pp | 84.6%+7.4pp | 68.7%+23.3pp |
| Annual return | -1.36% | 0.37%-1.7pp | 61.98%-63.3pp | 2041.45%-2042.8pp |
| Employer contribution / active EE | $2,300 | $3,485-34.0% | $5,564-58.7% | $2,203+4.4% |
| Participant deferral / active EE | $4,935 | $3,131+57.6% | $4,895+0.8% | $3,192+54.6% |
| Admin fee / account holder | $678 | $5,986-88.7% | $11,612-94.2% | $4,297-84.2% |