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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 | $77,935 | $75,832+2.8% | $147,617-47.2% | $59,633+30.7% |
| Participation rate | 93.1% | 71.6%+21.5pp | 84.6%+8.5pp | 68.7%+24.4pp |
| Annual return | -1.86% | 0.37%-2.2pp | 61.98%-63.8pp | 2041.45%-2043.3pp |
| Employer contribution / active EE | $2,625 | $3,485-24.7% | $5,564-52.8% | $2,203+19.2% |
| Participant deferral / active EE | $6,813 | $3,131+117.6% | $4,895+39.2% | $3,192+113.5% |
| Admin fee / account holder | $5,494 | $5,986-8.2% | $11,612-52.7% | $4,297+27.9% |