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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 | $55,760 | $52,519+6.2% | $155,789-64.2% | $59,633-6.5% |
| Participation rate | 92.2% | 61.7%+30.5pp | 76.1%+16.1pp | 68.7%+23.5pp |
| Annual return | -2.37% | 53.51%-55.9pp | 71.54%-73.9pp | 2041.45%-2043.8pp |
| Employer contribution / active EE | $1,991 | $1,589+25.3% | $3,839-48.1% | $2,203-9.6% |
| Participant deferral / active EE | $3,603 | $3,084+16.8% | $4,798-24.9% | $3,192+12.9% |
| Admin fee / account holder | $3,014 | $3,540-14.8% | $7,477-59.7% | $4,297-29.9% |