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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 | $81,718 | $52,519+55.6% | $155,789-47.5% | $59,633+37.0% |
| Participation rate | 87.3% | 61.7%+25.6pp | 76.1%+11.2pp | 68.7%+18.7pp |
| Annual return | -0.67% | 53.51%-54.2pp | 71.54%-72.2pp | 2041.45%-2042.1pp |
| Employer contribution / active EE | $1,467 | $1,589-7.7% | $3,839-61.8% | $2,203-33.4% |
| Participant deferral / active EE | $4,528 | $3,084+46.8% | $4,798-5.6% | $3,192+41.9% |
| Admin fee / account holder | $1,768 | $3,540-50.1% | $7,477-76.4% | $4,297-58.9% |