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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 | $96,433 | $75,832+27.2% | $147,617-34.7% | $59,633+61.7% |
| Participation rate | 90.9% | 71.6%+19.3pp | 84.6%+6.3pp | 68.7%+22.2pp |
| Annual return | -0.96% | 0.37%-1.3pp | 61.98%-62.9pp | 2041.45%-2042.4pp |
| Employer contribution / active EE | $3,718 | $3,485+6.7% | $5,564-33.2% | $2,203+68.8% |
| Participant deferral / active EE | $4,164 | $3,131+33.0% | $4,895-14.9% | $3,192+30.5% |
| Admin fee / account holder | $2,834 | $5,986-52.7% | $11,612-75.6% | $4,297-34.0% |