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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 | $85,154 | $45,872+85.6% | $77,100+10.4% | $68,490+24.3% |
| Participation rate | 94.3% | 55.9%+38.4pp | 67.9%+26.4pp | 67.9%+26.4pp |
| Annual return | -13.65% | 1.73%-15.4pp | 42.35%-56.0pp | -7.85%-5.8pp |
| Employer contribution / active EE | $3,047 | $1,650+84.7% | $2,815+8.2% | $2,597+17.3% |
| Participant deferral / active EE | $5,968 | $2,963+101.4% | $4,430+34.7% | $4,028+48.2% |
| Admin fee / account holder | $1,208 | $3,041-60.3% | $5,443-77.8% | $5,403-77.6% |