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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 | $150,573 | $75,832+98.6% | $147,617+2.0% | $59,633+152.5% |
| Participation rate | 80.0% | 71.6%+8.4pp | 84.6%-4.6pp | 68.7%+11.3pp |
| Annual return | -1.54% | 0.37%-1.9pp | 61.98%-63.5pp | 2041.45%-2043.0pp |
| Employer contribution / active EE | $1,900 | $3,485-45.5% | $5,564-65.9% | $2,203-13.7% |
| Participant deferral / active EE | $4,684 | $3,131+49.6% | $4,895-4.3% | $3,192+46.8% |
| Admin fee / account holder | $3,476 | $5,986-41.9% | $11,612-70.1% | $4,297-19.1% |