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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 | $64,253 | $45,872+40.1% | $77,081-16.6% | $68,495-6.2% |
| Participation rate | 93.7% | 55.9%+37.7pp | 67.9%+25.8pp | 67.9%+25.8pp |
| Annual return | -6.59% | 1.73%-8.3pp | 42.33%-48.9pp | -7.84%+1.2pp |
| Employer contribution / active EE | $4,340 | $1,650+163.1% | $2,813+54.2% | $2,596+67.1% |
| Participant deferral / active EE | $10,105 | $2,963+241.1% | $4,428+128.2% | $4,028+150.9% |
| Admin fee / account holder | $1,078 | $3,041-64.6% | $5,427-80.1% | $5,403-80.1% |