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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 | $31,105 | $27,639+12.5% | $61,501-49.4% | $68,490-54.6% |
| Participation rate | 72.0% | 39.5%+32.5pp | 52.6%+19.4pp | 67.9%+4.1pp |
| Annual return | -12.13% | -13.19%+1.1pp | 339.04%-351.2pp | -7.85%-4.3pp |
| Employer contribution / active EE | $1,604 | $696+130.4% | $1,160+38.3% | $2,597-38.2% |
| Participant deferral / active EE | $2,425 | $1,264+91.9% | $2,125+14.1% | $4,028-39.8% |
| Admin fee / account holder | $323 | $2,012-84.0% | $2,132-84.9% | $5,403-94.0% |