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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 | $88,404 | $52,911+67.1% | $73,309+20.6% | $59,633+48.2% |
| Participation rate | 89.1% | 68.2%+20.8pp | 74.9%+14.2pp | 68.7%+20.4pp |
| Annual return | -1.87% | 12.20%-14.1pp | 5.67%-7.5pp | 2041.40%-2043.3pp |
| Employer contribution / active EE | $1,441 | $1,909-24.5% | $3,237-55.5% | $2,203-34.6% |
| Participant deferral / active EE | $7,832 | $4,069+92.5% | $4,991+56.9% | $3,192+145.4% |
| Admin fee / account holder | $3,004 | $3,835-21.7% | $5,635-46.7% | $4,297-30.1% |