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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 | $82,686 | $75,832+9.0% | $147,617-44.0% | $59,633+38.7% |
| Participation rate | 92.3% | 71.6%+20.7pp | 84.6%+7.7pp | 68.7%+23.6pp |
| Annual return | -2.49% | 0.37%-2.9pp | 61.98%-64.5pp | 2041.45%-2043.9pp |
| Employer contribution / active EE | $2,238 | $3,485-35.8% | $5,564-59.8% | $2,203+1.6% |
| Participant deferral / active EE | $4,374 | $3,131+39.7% | $4,895-10.6% | $3,192+37.0% |
| Admin fee / account holder | $1,805 | $5,986-69.8% | $11,612-84.5% | $4,297-58.0% |