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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 | $45,066 | $44,850+0.5% | $60,547-25.6% | $59,633-24.4% |
| Participation rate | 79.3% | 59.5%+19.8pp | 68.0%+11.3pp | 68.7%+10.6pp |
| Annual return | -0.58% | 1074.14%-1074.7pp | 335.64%-336.2pp | 2041.40%-2042.0pp |
| Employer contribution / active EE | $2,072 | $1,462+41.7% | $2,419-14.4% | $2,203-5.9% |
| Participant deferral / active EE | $5,891 | $2,230+164.2% | $3,328+77.0% | $3,192+84.6% |
| Admin fee / account holder | $1,635 | $3,635-55.0% | $4,536-64.0% | $4,297-61.9% |