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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 | $71,247 | $49,177+44.9% | $79,467-10.3% | $64,173+11.0% |
| Participation rate | 83.3% | 65.0%+18.3pp | 73.3%+10.0pp | 69.6%+13.8pp |
| Annual return | -5.32% | -1.16%-4.2pp | 718.30%-723.6pp | 7.63%-13.0pp |
| Employer contribution / active EE | $2,002 | $2,076-3.6% | $2,800-28.5% | $2,381-15.9% |
| Participant deferral / active EE | $966 | $2,821-65.8% | $3,704-73.9% | $3,470-72.2% |
| Admin fee / account holder | $6,415 | $3,839+67.1% | $5,104+25.7% | $4,887+31.3% |