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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 | $53,105 | $49,177+8.0% | $79,466-33.2% | $64,173-17.2% |
| Participation rate | 78.6% | 65.0%+13.5pp | 73.3%+5.2pp | 69.6%+9.0pp |
| Annual return | -3.27% | -1.16%-2.1pp | 718.28%-721.6pp | 7.63%-10.9pp |
| Employer contribution / active EE | $1,759 | $2,076-15.3% | $2,800-37.2% | $2,381-26.1% |
| Participant deferral / active EE | $4,260 | $2,821+51.0% | $3,704+15.0% | $3,470+22.8% |
| Admin fee / account holder | $18,440 | $3,839+380.3% | $5,104+261.3% | $4,887+277.3% |