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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 | $66,945 | $52,519+27.5% | $155,789-57.0% | $59,633+12.3% |
| Participation rate | 82.8% | 61.7%+21.1pp | 76.1%+6.7pp | 68.7%+14.1pp |
| Annual return | -0.73% | 53.51%-54.2pp | 71.54%-72.3pp | 2041.45%-2042.2pp |
| Employer contribution / active EE | $2,092 | $1,589+31.6% | $3,839-45.5% | $2,203-5.0% |
| Participant deferral / active EE | $3,023 | $3,084-2.0% | $4,798-37.0% | $3,192-5.3% |
| Admin fee / account holder | $1,459 | $3,540-58.8% | $7,477-80.5% | $4,297-66.0% |