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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 | $128,564 | $75,832+69.5% | $147,617-12.9% | $59,633+115.6% |
| Participation rate | 98.1% | 71.6%+26.5pp | 84.6%+13.5pp | 68.7%+29.4pp |
| Annual return | -1.81% | 0.37%-2.2pp | 61.98%-63.8pp | 2041.45%-2043.3pp |
| Employer contribution / active EE | $979 | $3,485-71.9% | $5,564-82.4% | $2,203-55.6% |
| Participant deferral / active EE | $1,791 | $3,131-42.8% | $4,895-63.4% | $3,192-43.9% |
| Admin fee / account holder | $887 | $5,986-85.2% | $11,612-92.4% | $4,297-79.4% |