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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 | $108,271 | $72,177+50.0% | $115,037-5.9% | $59,633+81.6% |
| Participation rate | 72.9% | 72.6%+0.4pp | 81.4%-8.5pp | 68.7%+4.2pp |
| Annual return | -1.46% | 12.02%-13.5pp | 26.14%-27.6pp | 2041.40%-2042.9pp |
| Employer contribution / active EE | $1,474 | $2,841-48.1% | $4,608-68.0% | $2,203-33.1% |
| Participant deferral / active EE | $5,806 | $4,783+21.4% | $6,026-3.7% | $3,192+81.9% |
| Admin fee / account holder | $2,505 | $4,927-49.2% | $8,175-69.4% | $4,297-41.7% |