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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 | $80,638 | $75,959+6.2% | $154,114-47.7% | $64,181+25.6% |
| Participation rate | 72.6% | 70.4%+2.2pp | 83.0%-10.5pp | 69.6%+3.0pp |
| Annual return | -5.39% | 30.32%-35.7pp | 735.16%-740.6pp | 7.63%-13.0pp |
| Employer contribution / active EE | $2,354 | $3,350-29.7% | $5,298-55.6% | $2,381-1.1% |
| Participant deferral / active EE | $4,476 | $3,175+41.0% | $5,081-11.9% | $3,470+29.0% |
| Admin fee / account holder | $1,434 | $5,589-74.3% | $13,411-89.3% | $4,887-70.7% |