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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 | $79,806 | $66,302+20.4% | $110,243-27.6% | $56,289+41.8% |
| Participation rate | 78.0% | 74.9%+3.1pp | 79.8%-1.8pp | 69.9%+8.1pp |
| Annual return | -5.79% | -1.18%-4.6pp | 314.76%-320.5pp | -9.96%+4.2pp |
| Employer contribution / active EE | $2,273 | $2,047+11.0% | $3,827-40.6% | $2,111+7.7% |
| Participant deferral / active EE | $6,389 | $3,381+88.9% | $4,672+36.7% | $3,350+90.7% |
| Admin fee / account holder | $1,823 | $698+161.0% | $8,548-78.7% | $521+249.9% |