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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 | $53,706 | $57,352-6.4% | $83,830-35.9% | $64,173-16.3% |
| Participation rate | 80.0% | 68.6%+11.4pp | 76.1%+3.9pp | 69.6%+10.4pp |
| Annual return | -4.92% | 11.38%-16.3pp | 850.97%-855.9pp | 7.63%-12.5pp |
| Employer contribution / active EE | $1,317 | $2,546-48.3% | $3,631-63.7% | $2,381-44.7% |
| Participant deferral / active EE | $4,388 | $2,993+46.6% | $4,082+7.5% | $3,470+26.5% |
| Admin fee / account holder | $20,484 | $4,046+406.3% | $5,479+273.9% | $4,887+319.1% |