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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 | $81,556 | $57,352+42.2% | $83,831-2.7% | $64,173+27.1% |
| Participation rate | 74.1% | 68.6%+5.5pp | 76.1%-2.1pp | 69.6%+4.5pp |
| Annual return | -5.01% | 11.38%-16.4pp | 850.99%-856.0pp | 7.63%-12.6pp |
| Employer contribution / active EE | $1,852 | $2,546-27.3% | $3,631-49.0% | $2,381-22.2% |
| Participant deferral / active EE | $2,142 | $2,993-28.4% | $4,082-47.5% | $3,470-38.3% |
| Admin fee / account holder | $11,415 | $4,046+182.1% | $5,479+108.3% | $4,887+133.5% |