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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 | $85,172 | $72,404+17.6% | $110,243-22.7% | $64,173+32.7% |
| Participation rate | 89.1% | 73.3%+15.8pp | 79.8%+9.3pp | 69.6%+19.5pp |
| Annual return | -4.75% | -6.29%+1.5pp | 314.76%-319.5pp | 7.63%-12.4pp |
| Employer contribution / active EE | $3,806 | $2,282+66.8% | $3,827-0.5% | $2,381+59.9% |
| Participant deferral / active EE | $8,071 | $3,469+132.6% | $4,672+72.7% | $3,470+132.6% |
| Admin fee / account holder | $2,279 | $5,664-59.8% | $8,548-73.3% | $4,887-53.4% |