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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 | $48,639 | $75,832-35.9% | $147,617-67.1% | $59,633-18.4% |
| Participation rate | 94.7% | 71.6%+23.2pp | 84.6%+10.1pp | 68.7%+26.1pp |
| Annual return | -0.91% | 0.37%-1.3pp | 61.98%-62.9pp | 2041.45%-2042.4pp |
| Employer contribution / active EE | $1,223 | $3,485-64.9% | $5,564-78.0% | $2,203-44.5% |
| Participant deferral / active EE | $1,808 | $3,131-42.2% | $4,895-63.1% | $3,192-43.3% |
| Admin fee / account holder | $4,625 | $5,986-22.7% | $11,612-60.2% | $4,297+7.6% |