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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 | $82,041 | $57,350+43.1% | $83,850-2.2% | $64,181+27.8% |
| Participation rate | 79.4% | 68.6%+10.8pp | 76.1%+3.3pp | 69.6%+9.8pp |
| Annual return | -5.90% | 11.38%-17.3pp | 850.92%-856.8pp | 7.63%-13.5pp |
| Employer contribution / active EE | $3,323 | $2,545+30.6% | $3,631-8.5% | $2,381+39.6% |
| Participant deferral / active EE | $6,912 | $2,993+130.9% | $4,082+69.3% | $3,470+99.2% |
| Admin fee / account holder | $3,694 | $4,046-8.7% | $5,478-32.6% | $4,887-24.4% |