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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 | $51,023 | $75,959-32.8% | $154,114-66.9% | $64,181-20.5% |
| Participation rate | 82.1% | 70.4%+11.6pp | 83.0%-1.0pp | 69.6%+12.5pp |
| Annual return | -1.37% | 30.32%-31.7pp | 735.16%-736.5pp | 7.63%-9.0pp |
| Employer contribution / active EE | $3,483 | $3,350+4.0% | $5,298-34.2% | $2,381+46.3% |
| Participant deferral / active EE | $5,106 | $3,175+60.8% | $5,081+0.5% | $3,470+47.2% |
| Admin fee / account holder | $2,922 | $5,589-47.7% | $13,411-78.2% | $4,887-40.2% |