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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 | $88,879 | $57,352+55.0% | $83,831+6.0% | $64,173+38.5% |
| Participation rate | 77.5% | 68.6%+8.9pp | 76.1%+1.4pp | 69.6%+7.9pp |
| Annual return | -7.90% | 11.38%-19.3pp | 850.99%-858.9pp | 7.63%-15.5pp |
| Employer contribution / active EE | $2,150 | $2,546-15.5% | $3,631-40.8% | $2,381-9.7% |
| Participant deferral / active EE | $4,209 | $2,993+40.6% | $4,082+3.1% | $3,470+21.3% |
| Admin fee / account holder | $1,405 | $4,046-65.3% | $5,479-74.4% | $4,887-71.3% |