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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 | $78,738 | $57,352+37.3% | $83,831-6.1% | $64,173+22.7% |
| Participation rate | 89.2% | 68.6%+20.6pp | 76.1%+13.0pp | 69.6%+19.6pp |
| Annual return | -6.44% | 11.38%-17.8pp | 850.99%-857.4pp | 7.63%-14.1pp |
| Employer contribution / active EE | $2,059 | $2,546-19.1% | $3,631-43.3% | $2,381-13.5% |
| Participant deferral / active EE | $3,198 | $2,993+6.8% | $4,082-21.7% | $3,470-7.8% |
| Admin fee / account holder | $1,542 | $4,046-61.9% | $5,479-71.9% | $4,887-68.4% |