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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 | $73,044 | $57,350+27.4% | $83,850-12.9% | $64,181+13.8% |
| Participation rate | 81.5% | 68.6%+12.9pp | 76.1%+5.3pp | 69.6%+11.9pp |
| Annual return | -1.92% | 11.38%-13.3pp | 850.92%-852.8pp | 7.63%-9.6pp |
| Employer contribution / active EE | $2,348 | $2,545-7.8% | $3,631-35.3% | $2,381-1.4% |
| Participant deferral / active EE | $4,938 | $2,993+65.0% | $4,082+21.0% | $3,470+42.3% |
| Admin fee / account holder | $42,139 | $4,046+941.5% | $5,478+669.2% | $4,887+762.2% |