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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 | $29,398 | $82,678-64.4% | $125,391-76.6% | $68,490-57.1% |
| Participation rate | 90.9% | 75.1%+15.8pp | 82.4%+8.5pp | 67.9%+23.0pp |
| Annual return | 7.34% | -5.97%+13.3pp | 572.41%-565.1pp | -7.85%+15.2pp |
| Employer contribution / active EE | $1,815 | $3,382-46.3% | $4,816-62.3% | $2,597-30.1% |
| Participant deferral / active EE | $5,338 | $6,111-12.7% | $7,448-28.3% | $4,028+32.5% |
| Admin fee / account holder | $8,883 | $6,277+41.5% | $10,009-11.2% | $5,403+64.4% |