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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 | $39,028 | $32,117+21.5% | $71,086-45.1% | $64,173-39.2% |
| Participation rate | 73.8% | 42.7%+31.1pp | 54.7%+19.2pp | 69.6%+4.3pp |
| Annual return | -3.13% | -5.57%+2.4pp | 650.59%-653.7pp | 7.63%-10.8pp |
| Employer contribution / active EE | $1,150 | $712+61.5% | $1,088+5.8% | $2,381-51.7% |
| Participant deferral / active EE | $2,523 | $1,263+99.8% | $1,874+34.6% | $3,470-27.3% |
| Admin fee / account holder | $7,703 | $2,759+179.2% | $3,082+149.9% | $4,887+57.6% |