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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 | $62,872 | $75,832-17.1% | $147,617-57.4% | $59,633+5.4% |
| Participation rate | 96.0% | 71.6%+24.4pp | 84.6%+11.4pp | 68.7%+27.3pp |
| Annual return | -2.68% | 0.37%-3.0pp | 61.98%-64.7pp | 2041.45%-2044.1pp |
| Employer contribution / active EE | $5,393 | $3,485+54.7% | $5,564-3.1% | $2,203+144.8% |
| Participant deferral / active EE | $4,596 | $3,131+46.8% | $4,895-6.1% | $3,192+44.0% |
| Admin fee / account holder | $979 | $5,986-83.6% | $11,612-91.6% | $4,297-77.2% |