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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 | $84,366 | $75,832+11.3% | $147,617-42.8% | $59,633+41.5% |
| Participation rate | 86.2% | 71.6%+14.6pp | 84.6%+1.6pp | 68.7%+17.5pp |
| Annual return | -0.08% | 0.37%-0.4pp | 61.98%-62.1pp | 2041.45%-2041.5pp |
| Employer contribution / active EE | $5,231 | $3,485+50.1% | $5,564-6.0% | $2,203+137.5% |
| Participant deferral / active EE | $3,485 | $3,131+11.3% | $4,895-28.8% | $3,192+9.2% |
| Admin fee / account holder | $734 | $5,986-87.7% | $11,612-93.7% | $4,297-82.9% |