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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 | $100,419 | $54,380+84.7% | $68,509+46.6% | $59,633+68.4% |
| Participation rate | 81.9% | 70.2%+11.7pp | 74.7%+7.2pp | 68.7%+13.2pp |
| Annual return | -0.96% | 2.83%-3.8pp | 8.27%-9.2pp | 2041.45%-2042.4pp |
| Employer contribution / active EE | $1,303 | $1,539-15.3% | $2,278-42.8% | $2,203-40.9% |
| Participant deferral / active EE | $3,290 | $2,643+24.5% | $3,382-2.7% | $3,192+3.1% |
| Admin fee / account holder | $6,027 | $3,885+55.1% | $5,275+14.3% | $4,297+40.3% |