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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 | $124,711 | $72,404+72.2% | $110,243+13.1% | $64,173+94.3% |
| Participation rate | 78.6% | 73.3%+5.2pp | 79.8%-1.3pp | 69.6%+9.0pp |
| Annual return | -5.69% | -6.29%+0.6pp | 314.76%-320.4pp | 7.63%-13.3pp |
| Employer contribution / active EE | $727 | $2,282-68.1% | $3,827-81.0% | $2,381-69.5% |
| Participant deferral / active EE | $5,021 | $3,469+44.7% | $4,672+7.5% | $3,470+44.7% |
| Admin fee / account holder | $6,495 | $5,664+14.7% | $8,548-24.0% | $4,887+32.9% |