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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 | $86,103 | $72,404+18.9% | $110,243-21.9% | $64,173+34.2% |
| Participation rate | 98.4% | 73.3%+25.1pp | 79.8%+18.6pp | 69.6%+28.8pp |
| Annual return | -6.94% | -6.29%-0.6pp | 314.76%-321.7pp | 7.63%-14.6pp |
| Employer contribution / active EE | $2,023 | $2,282-11.3% | $3,827-47.1% | $2,381-15.0% |
| Participant deferral / active EE | $4,327 | $3,469+24.7% | $4,672-7.4% | $3,470+24.7% |
| Admin fee / account holder | $2,736 | $5,664-51.7% | $8,548-68.0% | $4,887-44.0% |