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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 | $52,424 | $75,832-30.9% | $147,617-64.5% | $59,633-12.1% |
| Participation rate | 87.2% | 71.6%+15.6pp | 84.6%+2.6pp | 68.7%+18.5pp |
| Annual return | -2.27% | 0.37%-2.6pp | 61.98%-64.3pp | 2041.45%-2043.7pp |
| Employer contribution / active EE | $1,968 | $3,485-43.5% | $5,564-64.6% | $2,203-10.7% |
| Participant deferral / active EE | $3,948 | $3,131+26.1% | $4,895-19.3% | $3,192+23.7% |
| Admin fee / account holder | $1,433 | $5,986-76.1% | $11,612-87.7% | $4,297-66.7% |