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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 | $44,956 | $57,352-21.6% | $83,830-46.4% | $64,173-29.9% |
| Participation rate | 73.8% | 68.6%+5.2pp | 76.1%-2.4pp | 69.6%+4.2pp |
| Annual return | -8.48% | 11.38%-19.9pp | 850.97%-859.4pp | 7.63%-16.1pp |
| Employer contribution / active EE | $1,244 | $2,546-51.1% | $3,631-65.7% | $2,381-47.8% |
| Participant deferral / active EE | $4,493 | $2,993+50.1% | $4,082+10.1% | $3,470+29.5% |
| Admin fee / account holder | $2,027 | $4,046-49.9% | $5,479-63.0% | $4,887-58.5% |