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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 | $72,889 | $52,911+37.8% | $73,309-0.6% | $59,633+22.2% |
| Participation rate | 71.4% | 68.2%+3.2pp | 74.9%-3.5pp | 68.7%+2.8pp |
| Annual return | -1.66% | 12.20%-13.9pp | 5.67%-7.3pp | 2041.45%-2043.1pp |
| Employer contribution / active EE | $2,838 | $1,909+48.7% | $3,237-12.3% | $2,203+28.8% |
| Participant deferral / active EE | $5,859 | $4,069+44.0% | $4,991+17.4% | $3,192+83.6% |
| Admin fee / account holder | $3,994 | $3,835+4.2% | $5,635-29.1% | $4,297-7.0% |