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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 | $48,864 | $75,962-35.7% | $154,111-68.3% | $64,173-23.9% |
| Participation rate | 92.6% | 70.4%+22.2pp | 83.0%+9.6pp | 69.6%+23.0pp |
| Annual return | -7.05% | 30.32%-37.4pp | 735.18%-742.2pp | 7.63%-14.7pp |
| Employer contribution / active EE | $2,448 | $3,350-26.9% | $5,298-53.8% | $2,381+2.8% |
| Participant deferral / active EE | $4,545 | $3,175+43.2% | $5,081-10.5% | $3,470+31.0% |
| Admin fee / account holder | $1,441 | $5,589-74.2% | $13,411-89.3% | $4,887-70.5% |