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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 | $74,129 | $43,730+69.5% | $121,220-38.8% | $64,173+15.5% |
| Participation rate | 100.0% | 58.3%+41.7pp | 71.8%+28.2pp | 69.6%+30.4pp |
| Annual return | -7.36% | 68.94%-76.3pp | 16.94%-24.3pp | 7.63%-15.0pp |
| Employer contribution / active EE | $1,892 | $1,297+45.9% | $4,023-53.0% | $2,381-20.5% |
| Participant deferral / active EE | $4,847 | $2,281+112.5% | $3,345+44.9% | $3,470+39.7% |
| Admin fee / account holder | $3,424 | $3,502-2.2% | $5,021-31.8% | $4,887-29.9% |