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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 | $88,470 | $72,177+22.6% | $115,038-23.1% | $59,633+48.4% |
| Participation rate | 71.9% | 72.6%-0.7pp | 81.4%-9.5pp | 68.7%+3.2pp |
| Annual return | -2.27% | 12.02%-14.3pp | 26.14%-28.4pp | 2041.45%-2043.7pp |
| Employer contribution / active EE | $3,531 | $2,841+24.3% | $4,608-23.4% | $2,203+60.3% |
| Participant deferral / active EE | $4,375 | $4,783-8.5% | $6,026-27.4% | $3,192+37.1% |
| Admin fee / account holder | $17,887 | $4,927+263.0% | $8,175+118.8% | $4,297+316.3% |