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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 | $68,842 | $75,832-9.2% | $147,617-53.4% | $59,633+15.4% |
| Participation rate | 96.7% | 71.6%+25.1pp | 84.6%+12.0pp | 68.7%+28.0pp |
| Annual return | -0.96% | 0.37%-1.3pp | 61.98%-62.9pp | 2041.45%-2042.4pp |
| Employer contribution / active EE | $4,033 | $3,485+15.7% | $5,564-27.5% | $2,203+83.1% |
| Participant deferral / active EE | $4,354 | $3,131+39.1% | $4,895-11.1% | $3,192+36.4% |
| Admin fee / account holder | $470 | $5,986-92.1% | $11,612-96.0% | $4,297-89.1% |