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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 | $50,775 | $44,850+13.2% | $60,547-16.1% | $59,633-14.9% |
| Participation rate | 71.3% | 59.5%+11.8pp | 68.0%+3.3pp | 68.7%+2.6pp |
| Annual return | -0.49% | 1074.14%-1074.6pp | 335.64%-336.1pp | 2041.40%-2041.9pp |
| Employer contribution / active EE | $651 | $1,462-55.5% | $2,419-73.1% | $2,203-70.5% |
| Participant deferral / active EE | $2,996 | $2,230+34.4% | $3,328-10.0% | $3,192-6.1% |
| Admin fee / account holder | $6,038 | $3,635+66.1% | $4,536+33.1% | $4,297+40.5% |