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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 | $56,946 | $39,162+45.4% | $100,671-43.4% | $59,633-4.5% |
| Participation rate | 85.7% | 55.9%+29.9pp | 70.7%+15.0pp | 68.7%+17.0pp |
| Annual return | -1.73% | 21.07%-22.8pp | 20.43%-22.2pp | 2041.45%-2043.2pp |
| Employer contribution / active EE | $1,404 | $1,151+22.0% | $4,012-65.0% | $2,203-36.3% |
| Participant deferral / active EE | $1,213 | $1,992-39.1% | $3,144-61.4% | $3,192-62.0% |
| Admin fee / account holder | $7,442 | $2,969+150.6% | $4,850+53.5% | $4,297+73.2% |