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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 | $125,201 | $57,352+118.3% | $83,831+49.3% | $64,173+95.1% |
| Participation rate | 78.1% | 68.6%+9.5pp | 76.1%+2.0pp | 69.6%+8.6pp |
| Annual return | -4.27% | 11.38%-15.7pp | 850.99%-855.3pp | 7.63%-11.9pp |
| Employer contribution / active EE | $1,272 | $2,546-50.0% | $3,631-65.0% | $2,381-46.6% |
| Participant deferral / active EE | $3,561 | $2,993+19.0% | $4,082-12.8% | $3,470+2.6% |
| Admin fee / account holder | $1,275 | $4,046-68.5% | $5,479-76.7% | $4,887-73.9% |