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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 | $69,288 | $75,832-8.6% | $147,618-53.1% | $59,633+16.2% |
| Participation rate | 71.1% | 71.6%-0.5pp | 84.6%-13.6pp | 68.7%+2.4pp |
| Annual return | -1.35% | 0.37%-1.7pp | 61.98%-63.3pp | 2041.40%-2042.8pp |
| Employer contribution / active EE | $5,562 | $3,485+59.6% | $5,5650% | $2,203+152.5% |
| Participant deferral / active EE | $6,438 | $3,131+105.6% | $4,895+31.5% | $3,192+101.7% |
| Admin fee / account holder | $9,085 | $5,986+51.8% | $11,612-21.8% | $4,297+111.4% |