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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 | $173,635 | $75,832+129.0% | $147,617+17.6% | $59,633+191.2% |
| Participation rate | 80.8% | 71.6%+9.2pp | 84.6%-3.9pp | 68.7%+12.1pp |
| Annual return | -0.38% | 0.37%-0.7pp | 61.98%-62.4pp | 2041.45%-2041.8pp |
| Employer contribution / active EE | $2,261 | $3,485-35.1% | $5,564-59.4% | $2,203+2.7% |
| Participant deferral / active EE | $5,863 | $3,131+87.3% | $4,895+19.8% | $3,192+83.7% |
| Admin fee / account holder | $487 | $5,986-91.9% | $11,612-95.8% | $4,297-88.7% |