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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 | $40,451 | $32,117+26.0% | $71,086-43.1% | $64,181-37.0% |
| Participation rate | 79.3% | 42.7%+36.6pp | 54.7%+24.7pp | 69.6%+9.7pp |
| Annual return | -7.39% | -5.57%-1.8pp | 650.59%-658.0pp | 7.63%-15.0pp |
| Employer contribution / active EE | $2,095 | $712+194.2% | $1,088+92.6% | $2,381-12.0% |
| Participant deferral / active EE | $3,451 | $1,263+173.2% | $1,874+84.1% | $3,470-0.5% |
| Admin fee / account holder | $1,571 | $2,759-43.0% | $3,082-49.0% | $4,887-67.8% |