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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 | $57,198 | $75,832-24.6% | $147,617-61.3% | $59,633-4.1% |
| Participation rate | 85.7% | 71.6%+14.2pp | 84.6%+1.1pp | 68.7%+17.0pp |
| Annual return | -2.23% | 0.37%-2.6pp | 61.98%-64.2pp | 2041.45%-2043.7pp |
| Employer contribution / active EE | $4,187 | $3,485+20.2% | $5,564-24.7% | $2,203+90.1% |
| Participant deferral / active EE | $2,286 | $3,131-27.0% | $4,895-53.3% | $3,192-28.4% |
| Admin fee / account holder | $6,006 | $5,986+0.3% | $11,612-48.3% | $4,297+39.8% |