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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 | $84,881 | $75,832+11.9% | $147,617-42.5% | $59,633+42.3% |
| Participation rate | 85.3% | 71.6%+13.7pp | 84.6%+0.7pp | 68.7%+16.6pp |
| Annual return | -1.64% | 0.37%-2.0pp | 61.98%-63.6pp | 2041.45%-2043.1pp |
| Employer contribution / active EE | $2,802 | $3,485-19.6% | $5,564-49.6% | $2,203+27.2% |
| Participant deferral / active EE | $5,192 | $3,131+65.9% | $4,895+6.1% | $3,192+62.7% |
| Admin fee / account holder | $3,308 | $5,986-44.7% | $11,612-71.5% | $4,297-23.0% |