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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 | $122,123 | $75,832+61.0% | $147,617-17.3% | $59,633+104.8% |
| Participation rate | 71.4% | 71.6%-0.1pp | 84.6%-13.2pp | 68.7%+2.8pp |
| Annual return | -1.72% | 0.37%-2.1pp | 61.98%-63.7pp | 2041.45%-2043.2pp |
| Employer contribution / active EE | $1,708 | $3,485-51.0% | $5,564-69.3% | $2,203-22.5% |
| Participant deferral / active EE | $5,745 | $3,131+83.5% | $4,895+17.4% | $3,192+80.0% |
| Admin fee / account holder | $8,974 | $5,986+49.9% | $11,612-22.7% | $4,297+108.8% |