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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 | $84,636 | $94,529-10.5% | $140,019-39.6% | $64,173+31.9% |
| Participation rate | 80.8% | 84.1%-3.3pp | 87.5%-6.7pp | 69.6%+11.2pp |
| Annual return | -5.71% | 7.77%-13.5pp | 651.17%-656.9pp | 7.63%-13.3pp |
| Employer contribution / active EE | $1,744 | $3,812-54.3% | $5,605-68.9% | $2,381-26.8% |
| Participant deferral / active EE | $5,153 | $5,250-1.9% | $6,927-25.6% | $3,470+48.5% |
| Admin fee / account holder | $3,229 | $6,741-52.1% | $10,705-69.8% | $4,887-33.9% |