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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 | $46,010 | $65,034-29.3% | $90,970-49.4% | $79,856-42.4% |
| Participation rate | 72.5% | 61.6%+10.9pp | 69.0%+3.5pp | 69.6%+2.9pp |
| Annual return | 0.00% | 30.45%-30.5pp | 134.60%-134.6pp | 31.71%-31.7pp |
| Employer contribution / active EE | $1,929 | $1,247+54.6% | $2,122-9.1% | $2,471-21.9% |
| Participant deferral / active EE | $5,216 | $2,512+107.6% | $3,373+54.6% | $3,741+39.4% |
| Admin fee / account holder | $712 | $4,536-84.3% | $5,961-88.1% | $5,306-86.6% |