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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 | $98,774 | $57,352+72.2% | $83,831+17.8% | $64,173+53.9% |
| Participation rate | 74.1% | 68.6%+5.5pp | 76.1%-2.1pp | 69.6%+4.5pp |
| Annual return | -7.04% | 11.38%-18.4pp | 850.99%-858.0pp | 7.63%-14.7pp |
| Employer contribution / active EE | $2,309 | $2,546-9.3% | $3,631-36.4% | $2,381-3.0% |
| Participant deferral / active EE | $4,863 | $2,993+62.5% | $4,082+19.1% | $3,470+40.1% |
| Admin fee / account holder | $1,406 | $4,046-65.2% | $5,479-74.3% | $4,887-71.2% |