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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 | $72,493 | $94,529-23.3% | $140,019-48.2% | $64,173+13.0% |
| Participation rate | 76.3% | 84.1%-7.8pp | 87.5%-11.2pp | 69.6%+6.7pp |
| Annual return | -6.92% | 7.77%-14.7pp | 651.15%-658.1pp | 7.63%-14.6pp |
| Employer contribution / active EE | $2,617 | $3,812-31.3% | $5,605-53.3% | $2,381+9.9% |
| Participant deferral / active EE | $6,837 | $5,250+30.2% | $6,927-1.3% | $3,470+97.1% |
| Admin fee / account holder | $716 | $6,741-89.4% | $10,705-93.3% | $4,887-85.3% |