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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 | $96,798 | $77,817+24.4% | $123,553-21.7% | $64,173+50.8% |
| Participation rate | 90.1% | 74.7%+15.4pp | 82.3%+7.8pp | 69.6%+20.6pp |
| Annual return | -4.00% | 12.49%-16.5pp | 119.21%-123.2pp | 7.63%-11.6pp |
| Employer contribution / active EE | $1,020 | $3,014-66.2% | $4,628-78.0% | $2,381-57.2% |
| Participant deferral / active EE | $4,144 | $5,240-20.9% | $6,426-35.5% | $3,470+19.4% |
| Admin fee / account holder | $13,248 | $5,519+140.0% | $9,284+42.7% | $4,887+171.1% |