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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 | $76,893 | $69,541+10.6% | $59,899+28.4% | $135,380-43.2% |
| Participation rate | 88.9% | 77.8%+11.1pp | 74.7%+14.2pp | 82.6%+6.2pp |
| Annual return | -1.83% | 7.95%-9.8pp | 3.46%-5.3pp | 519.81%-521.6pp |
| Employer contribution / active EE | $1,510 | $3,236-53.3% | $2,723-44.5% | $4,779-68.4% |
| Participant deferral / active EE | $1,393 | $4,206-66.9% | $3,402-59.1% | $5,609-75.2% |
| Admin fee / account holder | $7,178 | $5,737+25.1% | $3,592+99.8% | $10,828-33.7% |