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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 | $100,154 | $32,117+211.8% | $71,089+40.9% | $64,173+56.1% |
| Participation rate | 83.3% | 42.7%+40.6pp | 54.6%+28.7pp | 69.6%+13.8pp |
| Annual return | -5.43% | -5.57%+0.1pp | 650.65%-656.1pp | 7.63%-13.1pp |
| Employer contribution / active EE | $785 | $712+10.2% | $1,088-27.8% | $2,381-67.0% |
| Participant deferral / active EE | $2,933 | $1,263+132.2% | $1,873+56.6% | $3,470-15.5% |
| Admin fee / account holder | $8,796 | $2,759+218.8% | $3,082+185.4% | $4,887+80.0% |