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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 | $123,272 | $65,704+87.6% | $94,229+30.8% | $59,633+106.7% |
| Participation rate | 84.3% | 72.1%+12.2pp | 78.8%+5.5pp | 68.7%+15.6pp |
| Annual return | -0.79% | 5.22%-6.0pp | 10.68%-11.5pp | 2041.45%-2042.2pp |
| Employer contribution / active EE | $2,037 | $2,021+0.8% | $3,587-43.2% | $2,203-7.5% |
| Participant deferral / active EE | $5,931 | $3,143+88.7% | $4,320+37.3% | $3,192+85.8% |
| Admin fee / account holder | $2,903 | $4,265-31.9% | $6,269-53.7% | $4,297-32.4% |