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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 | $92,928 | $75,832+22.5% | $147,617-37.0% | $59,633+55.8% |
| Participation rate | 94.9% | 71.6%+23.3pp | 84.6%+10.3pp | 68.7%+26.2pp |
| Annual return | -1.42% | 0.37%-1.8pp | 61.98%-63.4pp | 2041.45%-2042.9pp |
| Employer contribution / active EE | $4,951 | $3,485+42.1% | $5,564-11.0% | $2,203+124.8% |
| Participant deferral / active EE | $3,444 | $3,131+10.0% | $4,895-29.7% | $3,192+7.9% |
| Admin fee / account holder | $1,063 | $5,986-82.2% | $11,612-90.8% | $4,297-75.3% |