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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 | $69,962 | $75,832-7.7% | $147,617-52.6% | $59,633+17.3% |
| Participation rate | 93.2% | 71.6%+21.6pp | 84.6%+8.6pp | 68.7%+24.5pp |
| Annual return | -1.93% | 0.37%-2.3pp | 61.98%-63.9pp | 2041.45%-2043.4pp |
| Employer contribution / active EE | $4,387 | $3,485+25.9% | $5,564-21.2% | $2,203+99.2% |
| Participant deferral / active EE | $4,622 | $3,131+47.6% | $4,895-5.6% | $3,192+44.8% |
| Admin fee / account holder | $1,628 | $5,986-72.8% | $11,612-86.0% | $4,297-62.1% |