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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 | $70,794 | $32,117+120.4% | $71,086-0.4% | $64,173+10.3% |
| Participation rate | 76.1% | 42.7%+33.4pp | 54.7%+21.4pp | 69.6%+6.5pp |
| Annual return | -0.22% | -5.57%+5.3pp | 650.59%-650.8pp | 7.63%-7.9pp |
| Employer contribution / active EE | $1,079 | $712+51.5% | $1,088-0.8% | $2,381-54.7% |
| Participant deferral / active EE | $2,706 | $1,263+114.3% | $1,874+44.4% | $3,470-22.0% |
| Admin fee / account holder | $5,264 | $2,759+90.8% | $3,082+70.8% | $4,887+7.7% |