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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 | $94,750 | $82,630+14.7% | $64,105+47.8% | $125,389-24.4% |
| Participation rate | 91.3% | 75.9%+15.5pp | 68.2%+23.1pp | 83.2%+8.1pp |
| Annual return | 0.58% | 1489.72%-1489.1pp | 791.24%-790.7pp | 282.24%-281.7pp |
| Employer contribution / active EE | $1,398 | $2,671-47.7% | $1,820-23.2% | $4,866-71.3% |
| Participant deferral / active EE | $2,449 | $3,608-32.1% | $2,822-13.2% | $5,352-54.2% |
| Admin fee / account holder | $4,916 | $6,382-23.0% | $4,499+9.3% | $9,541-48.5% |