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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 | $75,000 | $57,352+30.8% | $83,831-10.5% | $64,173+16.9% |
| Participation rate | 72.4% | 68.6%+3.8pp | 76.1%-3.7pp | 69.6%+2.8pp |
| Annual return | -7.11% | 11.38%-18.5pp | 850.99%-858.1pp | 7.63%-14.7pp |
| Employer contribution / active EE | $2,296 | $2,546-9.8% | $3,631-36.8% | $2,381-3.6% |
| Participant deferral / active EE | $5,014 | $2,993+67.5% | $4,082+22.8% | $3,470+44.5% |
| Admin fee / account holder | $4,467 | $4,046+10.4% | $5,479-18.5% | $4,887-8.6% |