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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 | $75,755 | $94,529-19.9% | $140,019-45.9% | $64,173+18.0% |
| Participation rate | 72.2% | 84.1%-11.9pp | 87.5%-15.3pp | 69.6%+2.7pp |
| Annual return | -3.76% | 7.77%-11.5pp | 651.15%-654.9pp | 7.63%-11.4pp |
| Employer contribution / active EE | $1,782 | $3,812-53.3% | $5,605-68.2% | $2,381-25.2% |
| Participant deferral / active EE | $3,607 | $5,250-31.3% | $6,927-47.9% | $3,470+4.0% |
| Admin fee / account holder | $5,359 | $6,741-20.5% | $10,705-49.9% | $4,887+9.6% |