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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 | $38,351 | $75,832-49.4% | $147,617-74.0% | $59,633-35.7% |
| Participation rate | 84.1% | 71.6%+12.5pp | 84.6%-0.5pp | 68.7%+15.4pp |
| Annual return | -2.06% | 0.37%-2.4pp | 61.98%-64.0pp | 2041.45%-2043.5pp |
| Employer contribution / active EE | $2,585 | $3,485-25.8% | $5,564-53.5% | $2,203+17.4% |
| Participant deferral / active EE | $4,108 | $3,131+31.2% | $4,895-16.1% | $3,192+28.7% |
| Admin fee / account holder | $6,034 | $5,986+0.8% | $11,612-48.0% | $4,297+40.4% |