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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 | $82,472 | $57,352+43.8% | $83,831-1.6% | $64,173+28.5% |
| Participation rate | 80.9% | 68.6%+12.2pp | 76.1%+4.7pp | 69.6%+11.3pp |
| Annual return | -7.64% | 11.38%-19.0pp | 850.99%-858.6pp | 7.63%-15.3pp |
| Employer contribution / active EE | $2,160 | $2,546-15.2% | $3,631-40.5% | $2,381-9.3% |
| Participant deferral / active EE | $5,368 | $2,993+79.3% | $4,082+31.5% | $3,470+54.7% |
| Admin fee / account holder | $1,021 | $4,046-74.8% | $5,479-81.4% | $4,887-79.1% |