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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 | $227,240 | $57,350+296.2% | $83,850+171.0% | $64,181+254.1% |
| Participation rate | 82.1% | 68.6%+13.5pp | 76.1%+6.0pp | 69.6%+12.6pp |
| Annual return | -7.02% | 11.38%-18.4pp | 850.92%-857.9pp | 7.63%-14.7pp |
| Employer contribution / active EE | $1,587 | $2,545-37.6% | $3,631-56.3% | $2,381-33.3% |
| Participant deferral / active EE | $6,692 | $2,993+123.6% | $4,082+64.0% | $3,470+92.9% |
| Admin fee / account holder | $1,439 | $4,046-64.4% | $5,478-73.7% | $4,887-70.6% |