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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 | $54,111 | $75,832-28.6% | $147,618-63.3% | $59,633-9.3% |
| Participation rate | 96.9% | 71.6%+25.3pp | 84.6%+12.3pp | 68.7%+28.2pp |
| Annual return | -1.32% | 0.37%-1.7pp | 61.98%-63.3pp | 2041.40%-2042.7pp |
| Employer contribution / active EE | $2,463 | $3,485-29.3% | $5,565-55.7% | $2,203+11.8% |
| Participant deferral / active EE | $4,334 | $3,131+38.5% | $4,895-11.5% | $3,192+35.8% |
| Admin fee / account holder | $2,792 | $5,986-53.4% | $11,612-76.0% | $4,297-35.0% |