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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 | $69,782 | $75,832-8.0% | $147,617-52.7% | $59,633+17.0% |
| Participation rate | 79.0% | 71.6%+7.4pp | 84.6%-5.6pp | 68.7%+10.3pp |
| Annual return | -0.90% | 0.37%-1.3pp | 61.98%-62.9pp | 2041.45%-2042.3pp |
| Employer contribution / active EE | $2,557 | $3,485-26.6% | $5,564-54.1% | $2,203+16.1% |
| Participant deferral / active EE | $2,523 | $3,131-19.4% | $4,895-48.5% | $3,192-20.9% |
| Admin fee / account holder | $4,159 | $5,986-30.5% | $11,612-64.2% | $4,297-3.2% |