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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 | $85,993 | $72,177+19.1% | $115,037-25.2% | $59,633+44.2% |
| Participation rate | 78.7% | 72.6%+6.2pp | 81.4%-2.6pp | 68.7%+10.1pp |
| Annual return | -1.24% | 12.02%-13.3pp | 26.14%-27.4pp | 2041.40%-2042.6pp |
| Employer contribution / active EE | $0 | $2,841-100.0% | $4,608-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $8,974 | $4,783+87.6% | $6,026+48.9% | $3,192+181.2% |
| Admin fee / account holder | $7,116 | $4,927+44.4% | $8,175-13.0% | $4,297+65.6% |