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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 | $96,810 | $78,694+23.0% | $67,652+43.1% | $125,393-22.8% |
| Participation rate | 77.8% | 78.8%-1.0pp | 75.7%+2.1pp | 83.2%-5.4pp |
| Annual return | -1.40% | 9.46%-10.9pp | 6625.04%-6626.4pp | 282.23%-283.6pp |
| Employer contribution / active EE | $7,146 | $3,044+134.8% | $2,266+215.4% | $4,866+46.8% |
| Participant deferral / active EE | $4,711 | $4,292+9.8% | $3,560+32.4% | $5,351-12.0% |
| Admin fee / account holder | $765 | $7,403-89.7% | $4,821-84.1% | $9,541-92.0% |