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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 | $106,326 | $75,832+40.2% | $147,617-28.0% | $59,633+78.3% |
| Participation rate | 96.0% | 71.6%+24.4pp | 84.6%+11.4pp | 68.7%+27.3pp |
| Annual return | -1.91% | 0.37%-2.3pp | 61.98%-63.9pp | 2041.45%-2043.4pp |
| Employer contribution / active EE | $1,477 | $3,485-57.6% | $5,564-73.5% | $2,203-32.9% |
| Participant deferral / active EE | $3,858 | $3,131+23.2% | $4,895-21.2% | $3,192+20.9% |
| Admin fee / account holder | $2,826 | $5,986-52.8% | $11,612-75.7% | $4,297-34.2% |