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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 | $47,178 | $43,730+7.9% | $121,220-61.1% | $64,173-26.5% |
| Participation rate | 73.0% | 58.3%+14.6pp | 71.8%+1.2pp | 69.6%+3.4pp |
| Annual return | -0.48% | 68.94%-69.4pp | 16.94%-17.4pp | 7.63%-8.1pp |
| Employer contribution / active EE | $1,017 | $1,297-21.6% | $4,023-74.7% | $2,381-57.3% |
| Participant deferral / active EE | $4,053 | $2,281+77.7% | $3,345+21.2% | $3,470+16.8% |
| Admin fee / account holder | $12,241 | $3,502+249.5% | $5,021+143.8% | $4,887+150.5% |