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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 | $68,170 | $57,352+18.9% | $83,831-18.7% | $64,173+6.2% |
| Participation rate | 72.5% | 68.6%+3.9pp | 76.1%-3.6pp | 69.6%+2.9pp |
| Annual return | -3.55% | 11.38%-14.9pp | 850.99%-854.5pp | 7.63%-11.2pp |
| Employer contribution / active EE | $1,811 | $2,546-28.9% | $3,631-50.1% | $2,381-24.0% |
| Participant deferral / active EE | $3,334 | $2,993+11.4% | $4,082-18.3% | $3,470-3.9% |
| Admin fee / account holder | $7,347 | $4,046+81.6% | $5,479+34.1% | $4,887+50.3% |