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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 | $53,139 | $72,404-26.6% | $110,243-51.8% | $64,173-17.2% |
| Participation rate | 88.9% | 73.3%+15.6pp | 79.8%+9.1pp | 69.6%+19.3pp |
| Annual return | -4.82% | -6.29%+1.5pp | 314.76%-319.6pp | 7.63%-12.5pp |
| Employer contribution / active EE | $5,436 | $2,282+138.3% | $3,827+42.1% | $2,381+128.3% |
| Participant deferral / active EE | $2,515 | $3,469-27.5% | $4,672-46.2% | $3,470-27.5% |
| Admin fee / account holder | $27,056 | $5,664+377.6% | $8,548+216.5% | $4,887+453.6% |