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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 | $74,179 | $57,350+29.3% | $83,850-11.5% | $64,181+15.6% |
| Participation rate | 81.6% | 68.6%+13.0pp | 76.1%+5.5pp | 69.6%+12.1pp |
| Annual return | -7.73% | 11.38%-19.1pp | 850.92%-858.7pp | 7.63%-15.4pp |
| Employer contribution / active EE | $1,127 | $2,545-55.7% | $3,631-69.0% | $2,381-52.7% |
| Participant deferral / active EE | $6,350 | $2,993+112.2% | $4,082+55.6% | $3,470+83.0% |
| Admin fee / account holder | $6,417 | $4,046+58.6% | $5,478+17.1% | $4,887+31.3% |