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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 | $64,083 | $57,352+11.7% | $83,831-23.6% | $64,173-0.1% |
| Participation rate | 80.0% | 68.6%+11.4pp | 76.1%+3.9pp | 69.6%+10.4pp |
| Annual return | -4.51% | 11.38%-15.9pp | 850.99%-855.5pp | 7.63%-12.1pp |
| Employer contribution / active EE | $4,557 | $2,546+79.0% | $3,631+25.5% | $2,381+91.4% |
| Participant deferral / active EE | $2,324 | $2,993-22.3% | $4,082-43.1% | $3,470-33.0% |
| Admin fee / account holder | $1,823 | $4,046-54.9% | $5,479-66.7% | $4,887-62.7% |