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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 | $55,992 | $49,177+13.9% | $79,467-29.5% | $64,173-12.7% |
| Participation rate | 74.2% | 65.0%+9.2pp | 73.3%+0.8pp | 69.6%+4.6pp |
| Annual return | -7.50% | -1.16%-6.3pp | 718.30%-725.8pp | 7.63%-15.1pp |
| Employer contribution / active EE | $1,549 | $2,076-25.4% | $2,800-44.7% | $2,381-35.0% |
| Participant deferral / active EE | $4,108 | $2,821+45.6% | $3,704+10.9% | $3,470+18.4% |
| Admin fee / account holder | $9,557 | $3,839+149.0% | $5,104+87.2% | $4,887+95.5% |