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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 | $103,366 | $75,832+36.3% | $147,617-30.0% | $59,633+73.3% |
| Participation rate | 94.4% | 71.6%+22.8pp | 84.6%+9.7pp | 68.7%+25.7pp |
| Annual return | -1.79% | 0.37%-2.2pp | 61.98%-63.8pp | 2041.45%-2043.2pp |
| Employer contribution / active EE | $916 | $3,485-73.7% | $5,564-83.5% | $2,203-58.4% |
| Participant deferral / active EE | $4,600 | $3,131+46.9% | $4,895-6.0% | $3,192+44.1% |
| Admin fee / account holder | $3,481 | $5,986-41.8% | $11,612-70.0% | $4,297-19.0% |