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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 | $80,012 | $82,630-3.2% | $64,105+24.8% | $125,389-36.2% |
| Participation rate | 84.6% | 75.9%+8.8pp | 68.2%+16.4pp | 83.2%+1.4pp |
| Annual return | -2.13% | 1489.72%-1491.8pp | 791.24%-793.4pp | 282.24%-284.4pp |
| Employer contribution / active EE | $1,450 | $2,671-45.7% | $1,820-20.3% | $4,866-70.2% |
| Participant deferral / active EE | $4,524 | $3,608+25.4% | $2,822+60.3% | $5,352-15.5% |
| Admin fee / account holder | $1,308 | $6,382-79.5% | $4,499-70.9% | $9,541-86.3% |