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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 | $69,775 | $75,832-8.0% | $147,618-52.7% | $59,633+17.0% |
| Participation rate | 94.7% | 71.6%+23.1pp | 84.6%+10.1pp | 68.7%+26.0pp |
| Annual return | -1.95% | 0.37%-2.3pp | 61.98%-63.9pp | 2041.40%-2043.4pp |
| Employer contribution / active EE | $1,945 | $3,485-44.2% | $5,565-65.0% | $2,203-11.7% |
| Participant deferral / active EE | $3,352 | $3,131+7.1% | $4,895-31.5% | $3,192+5.0% |
| Admin fee / account holder | $2,364 | $5,986-60.5% | $11,612-79.6% | $4,297-45.0% |