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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 | $111,930 | $75,832+47.6% | $147,617-24.2% | $59,633+87.7% |
| Participation rate | 88.9% | 71.6%+17.3pp | 84.6%+4.3pp | 68.7%+20.2pp |
| Annual return | -0.35% | 0.37%-0.7pp | 61.98%-62.3pp | 2041.45%-2041.8pp |
| Employer contribution / active EE | $4,668 | $3,485+34.0% | $5,564-16.1% | $2,203+111.9% |
| Participant deferral / active EE | $3,196 | $3,131+2.1% | $4,895-34.7% | $3,192+0.1% |
| Admin fee / account holder | $13,212 | $5,986+120.7% | $11,612+13.8% | $4,297+207.5% |