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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 | $46,745 | $57,352-18.5% | $83,830-44.2% | $64,173-27.2% |
| Participation rate | 81.0% | 68.6%+12.4pp | 76.1%+4.9pp | 69.6%+11.5pp |
| Annual return | -6.99% | 11.38%-18.4pp | 850.97%-858.0pp | 7.63%-14.6pp |
| Employer contribution / active EE | $2,340 | $2,546-8.1% | $3,631-35.5% | $2,381-1.7% |
| Participant deferral / active EE | $4,208 | $2,993+40.6% | $4,082+3.1% | $3,470+21.3% |
| Admin fee / account holder | $2,578 | $4,046-36.3% | $5,479-52.9% | $4,887-47.3% |