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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 | $120,810 | $75,832+59.3% | $147,617-18.2% | $59,633+102.6% |
| Participation rate | 92.6% | 71.6%+21.0pp | 84.6%+8.0pp | 68.7%+23.9pp |
| Annual return | -0.89% | 0.37%-1.3pp | 61.98%-62.9pp | 2041.45%-2042.3pp |
| Employer contribution / active EE | $2,385 | $3,485-31.5% | $5,564-57.1% | $2,203+8.3% |
| Participant deferral / active EE | $6,285 | $3,131+100.8% | $4,895+28.4% | $3,192+96.9% |
| Admin fee / account holder | $657 | $5,986-89.0% | $11,612-94.3% | $4,297-84.7% |