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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 | $135,954 | $65,704+106.9% | $94,229+44.3% | $59,633+128.0% |
| Participation rate | 70.0% | 72.1%-2.1pp | 78.8%-8.8pp | 68.7%+1.3pp |
| Annual return | -0.47% | 5.22%-5.7pp | 10.68%-11.2pp | 2041.45%-2041.9pp |
| Employer contribution / active EE | $5,634 | $2,021+178.8% | $3,587+57.1% | $2,203+155.8% |
| Participant deferral / active EE | $3,415 | $3,143+8.7% | $4,320-20.9% | $3,192+7.0% |
| Admin fee / account holder | $3,764 | $4,265-11.7% | $6,269-40.0% | $4,297-12.4% |