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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 | $112,369 | $75,832+48.2% | $147,617-23.9% | $59,633+88.4% |
| Participation rate | 90.9% | 71.6%+19.3pp | 84.6%+6.3pp | 68.7%+22.2pp |
| Annual return | -0.38% | 0.37%-0.8pp | 61.98%-62.4pp | 2041.45%-2041.8pp |
| Employer contribution / active EE | $4,530 | $3,485+30.0% | $5,564-18.6% | $2,203+105.7% |
| Participant deferral / active EE | $3,943 | $3,131+26.0% | $4,895-19.4% | $3,192+23.6% |
| Admin fee / account holder | $2,813 | $5,986-53.0% | $11,612-75.8% | $4,297-34.5% |