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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 | $79,809 | $57,352+39.2% | $83,830-4.8% | $64,173+24.4% |
| Participation rate | 86.4% | 68.6%+17.8pp | 76.1%+10.2pp | 69.6%+16.8pp |
| Annual return | -6.83% | 11.38%-18.2pp | 850.97%-857.8pp | 7.63%-14.5pp |
| Employer contribution / active EE | $2,330 | $2,546-8.5% | $3,631-35.8% | $2,381-2.1% |
| Participant deferral / active EE | $5,677 | $2,993+89.7% | $4,082+39.1% | $3,470+63.6% |
| Admin fee / account holder | $6,337 | $4,046+56.6% | $5,479+15.7% | $4,887+29.7% |