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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 | $80,498 | $75,832+6.2% | $147,617-45.5% | $59,633+35.0% |
| Participation rate | 71.4% | 71.6%-0.1pp | 84.6%-13.2pp | 68.7%+2.8pp |
| Annual return | -1.48% | 0.37%-1.8pp | 61.98%-63.5pp | 2041.45%-2042.9pp |
| Employer contribution / active EE | $388 | $3,485-88.9% | $5,564-93.0% | $2,203-82.4% |
| Participant deferral / active EE | $5,099 | $3,131+62.9% | $4,895+4.2% | $3,192+59.8% |
| Admin fee / account holder | $8,043 | $5,986+34.4% | $11,612-30.7% | $4,297+87.2% |