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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 | $112,681 | $57,352+96.5% | $83,830+34.4% | $64,173+75.6% |
| Participation rate | 71.4% | 68.6%+2.8pp | 76.1%-4.7pp | 69.6%+1.9pp |
| Annual return | -6.84% | 11.38%-18.2pp | 850.97%-857.8pp | 7.63%-14.5pp |
| Employer contribution / active EE | $2,024 | $2,546-20.5% | $3,631-44.3% | $2,381-15.0% |
| Participant deferral / active EE | $7,928 | $2,993+164.9% | $4,082+94.2% | $3,470+128.5% |
| Admin fee / account holder | $2,017 | $4,046-50.2% | $5,479-63.2% | $4,887-58.7% |