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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 | $115,321 | $57,352+101.1% | $83,830+37.6% | $64,173+79.7% |
| Participation rate | 77.5% | 68.6%+8.9pp | 76.1%+1.4pp | 69.6%+7.9pp |
| Annual return | -6.43% | 11.38%-17.8pp | 850.97%-857.4pp | 7.63%-14.1pp |
| Employer contribution / active EE | $668 | $2,546-73.8% | $3,631-81.6% | $2,381-72.0% |
| Participant deferral / active EE | $4,351 | $2,993+45.4% | $4,082+6.6% | $3,470+25.4% |
| Admin fee / account holder | $3,201 | $4,046-20.9% | $5,479-41.6% | $4,887-34.5% |