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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 | $117,639 | $57,352+105.1% | $83,830+40.3% | $64,173+83.3% |
| Participation rate | 78.8% | 68.6%+10.2pp | 76.1%+2.6pp | 69.6%+9.2pp |
| Annual return | -1.13% | 11.38%-12.5pp | 850.97%-852.1pp | 7.63%-8.8pp |
| Employer contribution / active EE | $1,953 | $2,546-23.3% | $3,631-46.2% | $2,381-18.0% |
| Participant deferral / active EE | $5,226 | $2,993+74.6% | $4,082+28.0% | $3,470+50.6% |
| Admin fee / account holder | $13,097 | $4,046+223.7% | $5,479+139.1% | $4,887+168.0% |