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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 | $95,114 | $72,177+31.8% | $115,038-17.3% | $59,633+59.5% |
| Participation rate | 75.0% | 72.6%+2.4pp | 81.4%-6.4pp | 68.7%+6.3pp |
| Annual return | -2.02% | 12.02%-14.0pp | 26.14%-28.2pp | 2041.45%-2043.5pp |
| Employer contribution / active EE | $1,727 | $2,841-39.2% | $4,608-62.5% | $2,203-21.6% |
| Participant deferral / active EE | $8,722 | $4,783+82.4% | $6,026+44.7% | $3,192+173.3% |
| Admin fee / account holder | $6,189 | $4,927+25.6% | $8,175-24.3% | $4,297+44.0% |