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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 | $45,441 | $138,076-67.1% | $123,553-63.2% | $135,380-66.4% |
| Participation rate | 87.5% | 84.7%+2.8pp | 82.3%+5.2pp | 82.6%+4.9pp |
| Annual return | 0.08% | 153.70%-153.6pp | 119.21%-119.1pp | 519.81%-519.7pp |
| Employer contribution / active EE | $5,074 | $5,152-1.5% | $4,628+9.6% | $4,779+6.2% |
| Participant deferral / active EE | $7,373 | $6,800+8.4% | $6,426+14.7% | $5,609+31.4% |
| Admin fee / account holder | $17,407 | $10,917+59.4% | $9,284+87.5% | $10,828+60.8% |