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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 | $78,504 | $94,529-17.0% | $140,019-43.9% | $64,173+22.3% |
| Participation rate | 78.9% | 84.1%-5.1pp | 87.5%-8.6pp | 69.6%+9.4pp |
| Annual return | -5.34% | 7.77%-13.1pp | 651.17%-656.5pp | 7.63%-13.0pp |
| Employer contribution / active EE | $2,625 | $3,812-31.2% | $5,605-53.2% | $2,381+10.2% |
| Participant deferral / active EE | $4,366 | $5,250-16.8% | $6,927-37.0% | $3,470+25.8% |
| Admin fee / account holder | $1,895 | $6,741-71.9% | $10,705-82.3% | $4,887-61.2% |