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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 | $85,891 | $72,404+18.6% | $110,243-22.1% | $64,173+33.8% |
| Participation rate | 89.1% | 73.3%+15.8pp | 79.8%+9.3pp | 69.6%+19.5pp |
| Annual return | -6.75% | -6.29%-0.5pp | 314.76%-321.5pp | 7.63%-14.4pp |
| Employer contribution / active EE | $1,334 | $2,282-41.6% | $3,827-65.2% | $2,381-44.0% |
| Participant deferral / active EE | $7,308 | $3,469+110.7% | $4,672+56.4% | $3,470+110.6% |
| Admin fee / account holder | $4,585 | $5,664-19.1% | $8,548-46.4% | $4,887-6.2% |