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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 | $68,519 | $32,117+113.3% | $71,089-3.6% | $64,173+6.8% |
| Participation rate | 93.5% | 42.7%+50.8pp | 54.6%+38.8pp | 69.6%+23.9pp |
| Annual return | -5.94% | -5.57%-0.4pp | 650.65%-656.6pp | 7.63%-13.6pp |
| Employer contribution / active EE | $909 | $712+27.6% | $1,088-16.4% | $2,381-61.8% |
| Participant deferral / active EE | $4,490 | $1,263+255.5% | $1,873+139.8% | $3,470+29.4% |
| Admin fee / account holder | $2,711 | $2,759-1.8% | $3,082-12.1% | $4,887-44.5% |