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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 | $82,247 | $45,566+80.5% | $64,105+28.3% | $59,633+37.9% |
| Participation rate | 76.7% | 60.2%+16.5pp | 68.2%+8.5pp | 68.7%+8.0pp |
| Annual return | -0.43% | 4.95%-5.4pp | 791.24%-791.7pp | 2041.45%-2041.9pp |
| Employer contribution / active EE | $2,093 | $934+124.1% | $1,820+15.0% | $2,203-5.0% |
| Participant deferral / active EE | $3,006 | $2,057+46.1% | $2,822+6.5% | $3,192-5.8% |
| Admin fee / account holder | $422 | $3,268-87.1% | $4,499-90.6% | $4,297-90.2% |