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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 | $69,142 | $75,832-8.8% | $147,617-53.2% | $59,633+15.9% |
| Participation rate | 73.3% | 71.6%+1.8pp | 84.6%-11.3pp | 68.7%+4.7pp |
| Annual return | 0.68% | 0.37%+0.3pp | 61.98%-61.3pp | 2041.45%-2040.8pp |
| Employer contribution / active EE | $1,013 | $3,485-70.9% | $5,564-81.8% | $2,203-54.0% |
| Participant deferral / active EE | $2,765 | $3,131-11.7% | $4,895-43.5% | $3,192-13.4% |
| Admin fee / account holder | $17,093 | $5,986+185.6% | $11,612+47.2% | $4,297+297.8% |