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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 | $74,256 | $52,911+40.3% | $73,309+1.3% | $59,633+24.5% |
| Participation rate | 77.3% | 68.2%+9.1pp | 74.9%+2.4pp | 68.7%+8.6pp |
| Annual return | -0.62% | 12.20%-12.8pp | 5.67%-6.3pp | 2041.45%-2042.1pp |
| Employer contribution / active EE | $1,265 | $1,909-33.7% | $3,237-60.9% | $2,203-42.6% |
| Participant deferral / active EE | $3,751 | $4,069-7.8% | $4,991-24.9% | $3,192+17.5% |
| Admin fee / account holder | $8,321 | $3,835+117.0% | $5,635+47.7% | $4,297+93.7% |