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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 | $79,271 | $57,352+38.2% | $83,831-5.4% | $64,173+23.5% |
| Participation rate | 84.6% | 68.6%+16.0pp | 76.1%+8.5pp | 69.6%+15.0pp |
| Annual return | -6.70% | 11.38%-18.1pp | 850.99%-857.7pp | 7.63%-14.3pp |
| Employer contribution / active EE | $2,055 | $2,546-19.3% | $3,631-43.4% | $2,381-13.7% |
| Participant deferral / active EE | $7,467 | $2,993+149.5% | $4,082+82.9% | $3,470+115.2% |
| Admin fee / account holder | $8,364 | $4,046+106.7% | $5,479+52.7% | $4,887+71.1% |