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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 | $52,224 | $45,872+13.8% | $77,027-32.2% | $68,498-23.8% |
| Participation rate | 96.4% | 55.9%+40.5pp | 67.9%+28.5pp | 67.9%+28.5pp |
| Annual return | -15.31% | 1.73%-17.0pp | 42.32%-57.6pp | -7.84%-7.5pp |
| Employer contribution / active EE | $6,328 | $1,650+283.6% | $2,813+125.0% | $2,596+143.7% |
| Participant deferral / active EE | $3,367 | $2,963+13.6% | $4,427-23.9% | $4,027-16.4% |
| Admin fee / account holder | $5,834 | $3,041+91.8% | $5,425+7.5% | $5,403+8.0% |