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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 | $80,434 | $57,352+40.2% | $83,830-4.1% | $64,173+25.3% |
| Participation rate | 73.3% | 68.6%+4.7pp | 76.1%-2.8pp | 69.6%+3.8pp |
| Annual return | -5.90% | 11.38%-17.3pp | 850.97%-856.9pp | 7.63%-13.5pp |
| Employer contribution / active EE | $2,081 | $2,546-18.2% | $3,631-42.7% | $2,381-12.6% |
| Participant deferral / active EE | $5,629 | $2,993+88.1% | $4,082+37.9% | $3,470+62.2% |
| Admin fee / account holder | $18,722 | $4,046+362.7% | $5,479+241.7% | $4,887+283.1% |