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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 | $107,096 | $75,832+41.2% | $147,617-27.4% | $59,633+79.6% |
| Participation rate | 73.2% | 71.6%+1.6pp | 84.6%-11.5pp | 68.7%+4.5pp |
| Annual return | -0.92% | 0.37%-1.3pp | 61.98%-62.9pp | 2041.45%-2042.4pp |
| Employer contribution / active EE | $647 | $3,485-81.4% | $5,564-88.4% | $2,203-70.6% |
| Participant deferral / active EE | $3,401 | $3,131+8.6% | $4,895-30.5% | $3,192+6.5% |
| Admin fee / account holder | $3,245 | $5,986-45.8% | $11,612-72.1% | $4,297-24.5% |