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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 | $124,801 | $75,832+64.6% | $147,617-15.5% | $59,633+109.3% |
| Participation rate | 87.0% | 71.6%+15.4pp | 84.6%+2.3pp | 68.7%+18.3pp |
| Annual return | 0.77% | 0.37%+0.4pp | 61.98%-61.2pp | 2041.45%-2040.7pp |
| Employer contribution / active EE | $1,826 | $3,485-47.6% | $5,564-67.2% | $2,203-17.1% |
| Participant deferral / active EE | $4,628 | $3,131+47.8% | $4,895-5.5% | $3,192+45.0% |
| Admin fee / account holder | $349 | $5,986-94.2% | $11,612-97.0% | $4,297-91.9% |