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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 | $85,765 | $75,832+13.1% | $147,617-41.9% | $59,633+43.8% |
| Participation rate | 100.0% | 71.6%+28.4pp | 84.6%+15.4pp | 68.7%+31.3pp |
| Annual return | -2.05% | 0.37%-2.4pp | 61.98%-64.0pp | 2041.45%-2043.5pp |
| Employer contribution / active EE | $4,717 | $3,485+35.4% | $5,564-15.2% | $2,203+114.1% |
| Participant deferral / active EE | $5,189 | $3,131+65.8% | $4,895+6.0% | $3,192+62.6% |
| Admin fee / account holder | $1,885 | $5,986-68.5% | $11,612-83.8% | $4,297-56.1% |