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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 | $52,834 | $49,177+7.4% | $79,467-33.5% | $64,173-17.7% |
| Participation rate | 86.4% | 65.0%+21.3pp | 73.3%+13.0pp | 69.6%+16.8pp |
| Annual return | -7.68% | -1.16%-6.5pp | 718.30%-726.0pp | 7.63%-15.3pp |
| Employer contribution / active EE | $3,214 | $2,076+54.8% | $2,800+14.8% | $2,381+35.0% |
| Participant deferral / active EE | $3,742 | $2,821+32.6% | $3,704+1.0% | $3,470+7.8% |
| Admin fee / account holder | $1,503 | $3,839-60.8% | $5,104-70.5% | $4,887-69.2% |