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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 | $131,945 | $75,832+74.0% | $147,617-10.6% | $59,633+121.3% |
| Participation rate | 79.4% | 71.6%+7.8pp | 84.6%-5.2pp | 68.7%+10.7pp |
| Annual return | -2.31% | 0.37%-2.7pp | 61.98%-64.3pp | 2041.45%-2043.8pp |
| Employer contribution / active EE | $2,447 | $3,485-29.8% | $5,564-56.0% | $2,203+11.1% |
| Participant deferral / active EE | $3,680 | $3,131+17.6% | $4,895-24.8% | $3,192+15.3% |
| Admin fee / account holder | $1,040 | $5,986-82.6% | $11,612-91.0% | $4,297-75.8% |