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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 | $105,200 | $75,832+38.7% | $147,617-28.7% | $59,633+76.4% |
| Participation rate | 94.6% | 71.6%+23.0pp | 84.6%+10.0pp | 68.7%+25.9pp |
| Annual return | -0.36% | 0.37%-0.7pp | 61.98%-62.3pp | 2041.45%-2041.8pp |
| Employer contribution / active EE | $1,875 | $3,485-46.2% | $5,564-66.3% | $2,203-14.9% |
| Participant deferral / active EE | $1,547 | $3,131-50.6% | $4,895-68.4% | $3,192-51.5% |
| Admin fee / account holder | $727 | $5,986-87.9% | $11,612-93.7% | $4,297-83.1% |