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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 | $75,613 | $75,832-0.3% | $147,617-48.8% | $59,633+26.8% |
| Participation rate | 87.5% | 71.6%+15.9pp | 84.6%+2.9pp | 68.7%+18.8pp |
| Annual return | -1.48% | 0.37%-1.9pp | 61.98%-63.5pp | 2041.45%-2042.9pp |
| Employer contribution / active EE | $3,306 | $3,485-5.1% | $5,564-40.6% | $2,203+50.1% |
| Participant deferral / active EE | $6,069 | $3,131+93.9% | $4,895+24.0% | $3,192+90.1% |
| Admin fee / account holder | $1,200 | $5,986-79.9% | $11,612-89.7% | $4,297-72.1% |