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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 | $85,211 | $57,350+48.6% | $83,850+1.6% | $64,181+32.8% |
| Participation rate | 74.3% | 68.6%+5.7pp | 76.1%-1.9pp | 69.6%+4.7pp |
| Annual return | -6.55% | 11.38%-17.9pp | 850.92%-857.5pp | 7.63%-14.2pp |
| Employer contribution / active EE | $2,894 | $2,545+13.7% | $3,631-20.3% | $2,381+21.6% |
| Participant deferral / active EE | $6,830 | $2,993+128.2% | $4,082+67.3% | $3,470+96.8% |
| Admin fee / account holder | $5,016 | $4,046+24.0% | $5,478-8.4% | $4,887+2.6% |